-53.3%
JOBY vs ROST
+55.6%
-108.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.3% | -1.1% | +0.6% |
| 7D | -5.2% | +0.2% | -5.4% | -5.2% |
| 30D | -19.7% | -6.9% | -12.8% | -18.1% |
| 3M | -31.7% | -3.3% | -28.4% | -31.0% |
| 6M | -37.5% | +9.0% | -46.6% | -40.1% |
| YTD | -51.6% | +28.9% | -80.5% | -56.2% |
| 1Y | -53.3% | +54.0% | -107.3% | -60.4% |
| All | -53.3% | +55.6% | -108.9% | -60.4% |
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