-47.1%
JOBY vs ROIV
+298.6%
-345.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -1.2% |
| 7D | +16.4% | +9.5% | +7.0% | +13.3% |
| 30D | +14.4% | +21.0% | -6.6% | +8.0% |
| 3M | -30.2% | +18.7% | -48.9% | -34.3% |
| 6M | -45.3% | +44.5% | -89.8% | -51.7% |
| YTD | -55.5% | +92.9% | -148.3% | -64.0% |
| 1Y | -64.0% | +100.2% | -164.3% | -71.3% |
| 3Y | +13.3% | +375.0% | -361.7% | -29.3% |
| 5Y | -36.7% | +435.2% | -471.9% | -66.6% |
| All | -47.1% | +298.6% | -345.6% | -66.4% |
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