-11.8%
JOBY vs ROL
-1.5%
-10.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.2% | -5.0% | -6.1% |
| 7D | -5.9% | -3.3% | -2.6% | -5.7% |
| 30D | -27.1% | -7.2% | -19.9% | -26.8% |
| 3M | -30.7% | -27.0% | -3.8% | -29.3% |
| 6M | -36.1% | -39.5% | +3.4% | -33.0% |
| YTD | -51.4% | -41.8% | -9.6% | -48.9% |
| 1Y | -52.2% | -38.9% | -13.3% | -50.2% |
| All | -11.8% | -1.5% | -10.4% | -21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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