-65.8%
JOBY vs S
+36.5%
-102.3%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.6% | +2.5% | +3.6% |
| 7D | -0.6% | -8.2% | +7.6% | +1.9% |
| 30D | -12.6% | -7.6% | -5.0% | -10.8% |
| 3M | -36.6% | +12.0% | -48.6% | -39.7% |
| 6M | -43.0% | +50.6% | -93.6% | -51.9% |
| YTD | -61.7% | +56.6% | -118.3% | -68.3% |
| 1Y | -65.8% | +39.2% | -105.0% | -70.0% |
| All | -65.8% | +36.5% | -102.3% | -70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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