-39.1%
JOBY vs RUN
-86.0%
+46.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.5% |
| 7D | -5.2% | -3.7% | -1.5% | -4.2% |
| 30D | -19.7% | -13.0% | -6.7% | -16.8% |
| 3M | -31.7% | -31.8% | +0.1% | -25.0% |
| 6M | -37.5% | -32.2% | -5.3% | -31.8% |
| YTD | -51.6% | -53.5% | +1.9% | -43.5% |
| 1Y | -53.3% | -46.5% | -6.8% | -47.8% |
| 3Y | -12.2% | -37.6% | +25.4% | -31.4% |
| 5Y | -31.3% | -80.9% | +49.6% | -33.4% |
| All | -39.1% | -86.0% | +46.9% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 10y: compounded portfolio wealth divided by compounded RUN 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…
10y analysis · Full analysis span regression · 6 months rolling