-34.9%
JOBY vs ROL
-11.7%
-23.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.5% | +4.0% | +2.2% |
| 7D | +2.2% | -3.4% | +5.7% | +3.2% |
| 30D | -20.8% | -6.9% | -13.9% | -19.2% |
| 3M | -29.5% | -24.6% | -4.9% | -23.8% |
| 6M | -28.4% | -39.5% | +11.2% | -16.8% |
| YTD | -48.2% | -41.1% | -7.1% | -39.6% |
| 1Y | -49.1% | -37.9% | -11.1% | -42.2% |
| 3Y | -6.3% | +0.8% | -7.1% | -16.3% |
| 5Y | -27.2% | -4.7% | -22.6% | -37.9% |
| All | -34.9% | -11.7% | -23.1% | -46.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling