-36.0%
JOBY vs S
-57.1%
+21.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | -5.2% | -0.7% | -4.5% | -5.0% |
| 30D | -19.7% | -11.4% | -8.3% | -16.8% |
| 3M | -31.7% | +33.8% | -65.5% | -39.3% |
| 6M | -37.5% | +39.5% | -77.0% | -45.8% |
| YTD | -51.6% | +31.7% | -83.3% | -57.2% |
| 1Y | -53.3% | +7.0% | -60.3% | -55.8% |
| 3Y | -12.2% | +11.8% | -24.0% | -20.9% |
| 5Y | -31.3% | -69.0% | +37.7% | -27.5% |
| All | -36.0% | -57.1% | +21.1% | -27.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling