-65.8%
JOBY vs ROST
+54.7%
-120.5%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +6.1% | -2.0% | +2.3% |
| 7D | -0.6% | +7.8% | -8.4% | -2.7% |
| 30D | -12.6% | +8.6% | -21.2% | -14.9% |
| 3M | -36.6% | -1.9% | -34.7% | -36.4% |
| 6M | -43.0% | +9.1% | -52.2% | -44.9% |
| YTD | -61.7% | +37.2% | -99.0% | -66.5% |
| 1Y | -65.8% | +52.7% | -118.5% | -70.9% |
| All | -65.8% | +54.7% | -120.5% | -70.9% |
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