-27.2%
JOBY vs RF
+89.9%
-117.2%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.6% | +2.3% |
| 7D | +2.2% | +2.7% | -0.4% | +0.2% |
| 30D | -20.8% | -3.4% | -17.5% | -19.0% |
| 3M | -29.5% | +6.4% | -35.8% | -33.5% |
| 6M | -28.4% | +13.4% | -41.8% | -36.0% |
| YTD | -48.2% | +14.2% | -62.4% | -54.3% |
| 1Y | -49.1% | +15.7% | -64.8% | -55.5% |
| 3Y | -6.3% | +91.3% | -97.6% | -43.4% |
| 5Y | -27.2% | +89.8% | -117.0% | -54.2% |
| All | -27.2% | +89.9% | -117.2% | -54.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling