-62.5%
JOBY vs RF
+19.4%
-81.9%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.8% | -3.4% | -3.9% |
| 7D | +22.1% | +0.3% | +21.7% | +21.9% |
| 30D | +8.8% | +6.2% | +2.6% | +6.4% |
| 3M | -32.8% | -7.8% | -25.0% | -31.2% |
| 6M | -45.5% | +5.9% | -51.5% | -48.2% |
| YTD | -55.2% | +9.0% | -64.2% | -60.1% |
| 1Y | -62.5% | +19.3% | -81.7% | -69.9% |
| All | -62.5% | +19.4% | -81.9% | -69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded RF wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling