-54.3%
JOBY vs ROIV
+276.5%
-330.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.2% | -3.7% | -4.5% |
| 7D | -14.3% | +1.7% | -16.0% | -14.7% |
| 30D | +10.2% | +17.6% | -7.4% | +5.1% |
| 3M | -38.5% | +9.0% | -47.5% | -40.5% |
| 6M | -54.1% | +35.3% | -89.4% | -58.6% |
| YTD | -61.5% | +82.2% | -143.7% | -68.4% |
| 1Y | -65.7% | +92.3% | -157.9% | -72.2% |
| 3Y | -7.0% | +336.8% | -343.8% | -40.5% |
| 5Y | -44.2% | +370.6% | -414.8% | -69.7% |
| All | -54.3% | +276.5% | -330.8% | -70.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling