-35.8%
JOBY vs RF
+171.3%
-207.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.8% |
| 7D | -3.4% | +1.3% | -4.8% | -4.3% |
| 30D | -13.6% | -3.6% | -10.0% | -11.6% |
| 3M | -39.5% | +8.1% | -47.6% | -43.3% |
| 6M | -31.9% | +11.5% | -43.3% | -37.7% |
| YTD | -48.9% | +15.6% | -64.5% | -54.8% |
| 1Y | -48.5% | +15.7% | -64.2% | -54.4% |
| 3Y | -8.0% | +86.9% | -94.9% | -40.6% |
| 5Y | -33.7% | +89.8% | -123.5% | -56.3% |
| All | -35.8% | +171.3% | -207.1% | -57.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling