-39.3%
JOBY vs ROIV
+232.7%
-272.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.5% | -3.4% | -2.4% |
| 7D | -3.4% | +0.6% | -4.1% | -3.6% |
| 30D | -13.6% | +1.0% | -14.5% | -14.0% |
| 3M | -39.5% | +18.3% | -57.8% | -42.5% |
| 6M | -31.9% | +18.3% | -50.2% | -35.5% |
| YTD | -48.9% | +61.0% | -109.9% | -56.2% |
| 1Y | -48.5% | +177.9% | -226.4% | -62.3% |
| 3Y | -8.0% | +199.1% | -207.1% | -35.4% |
| 5Y | -33.7% | +250.7% | -284.4% | -57.4% |
| All | -39.3% | +232.7% | -272.0% | -59.0% |
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 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