-7.0%
JOBY vs S
+41.6%
-48.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.5% | -4.7% |
| 7D | -14.3% | +2.0% | -16.3% | -14.9% |
| 30D | +10.2% | -2.7% | +12.9% | +10.7% |
| 3M | -38.5% | -6.9% | -31.6% | -38.1% |
| 6M | -54.1% | +38.1% | -92.1% | -61.3% |
| YTD | -61.5% | +48.0% | -109.5% | -69.0% |
| 1Y | -65.7% | +34.5% | -100.1% | -71.2% |
| 3Y | -7.0% | +38.3% | -45.3% | -20.7% |
| All | -7.0% | +41.6% | -48.5% | -20.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling