-6.3%
JOBY vs ROIV
+253.6%
-259.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +18.8% | -17.3% | -6.0% |
| 7D | +2.2% | +20.2% | -17.9% | -5.8% |
| 30D | -20.8% | +14.1% | -35.0% | -25.6% |
| 3M | -29.5% | +45.6% | -75.1% | -40.2% |
| 6M | -28.4% | +44.1% | -72.5% | -39.4% |
| YTD | -48.2% | +91.2% | -139.3% | -61.4% |
| 1Y | -49.1% | +221.3% | -270.4% | -69.5% |
| 3Y | -6.3% | +229.2% | -235.5% | -50.0% |
| All | -6.3% | +253.6% | -259.9% | -50.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling