-48.5%
JOBY vs ROST
+54.0%
-102.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | -3.4% | +0.9% | -4.4% | -3.7% |
| 30D | -13.6% | -8.9% | -4.7% | -11.2% |
| 3M | -39.5% | -0.8% | -38.7% | -39.4% |
| 6M | -31.9% | +8.5% | -40.3% | -34.5% |
| YTD | -48.9% | +28.6% | -77.5% | -53.6% |
| 1Y | -48.5% | +52.3% | -100.9% | -56.0% |
| All | -48.5% | +54.0% | -102.5% | -56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROST.
Daily Out/Under-Performance
Portfolio return minus ROST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROST 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 1y: compounded portfolio wealth divided by compounded ROST 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…
1y analysis · Full analysis span regression · 6 months rolling