-31.1%
JOBY vs ROIV
+319.8%
-350.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.8% | -6.9% | -6.4% |
| 7D | -5.9% | +22.3% | -28.2% | -11.8% |
| 30D | -27.1% | +16.9% | -44.0% | -30.9% |
| 3M | -30.7% | +43.9% | -74.7% | -38.3% |
| 6M | -36.1% | +41.6% | -77.6% | -42.9% |
| YTD | -51.4% | +92.7% | -144.0% | -60.5% |
| 1Y | -52.2% | +210.2% | -262.3% | -66.1% |
| 3Y | -12.1% | +231.8% | -243.9% | -40.3% |
| 5Y | -31.1% | +319.8% | -350.9% | -61.1% |
| All | -31.1% | +319.8% | -350.9% | -61.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling