-65.8%
JOBY vs ROIV
+97.8%
-163.6%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +6.1% | -2.0% | +1.8% |
| 7D | -0.6% | +3.0% | -3.6% | -1.7% |
| 30D | -12.6% | +6.8% | -19.5% | -14.9% |
| 3M | -36.6% | +10.5% | -47.2% | -40.0% |
| 6M | -43.0% | +34.8% | -77.8% | -51.2% |
| YTD | -61.7% | +76.2% | -137.9% | -71.8% |
| 1Y | -65.8% | +92.4% | -158.2% | -77.5% |
| All | -65.8% | +97.8% | -163.6% | -77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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