-11.8%
JOBY vs S
+13.6%
-25.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.1% | -6.2% | -6.2% |
| 7D | -5.9% | -1.2% | -4.6% | -5.4% |
| 30D | -27.1% | -12.6% | -14.6% | -23.6% |
| 3M | -30.7% | +27.6% | -58.3% | -38.8% |
| 6M | -36.1% | +35.5% | -71.5% | -45.7% |
| YTD | -51.4% | +29.6% | -81.0% | -58.0% |
| 1Y | -52.2% | +8.1% | -60.3% | -55.5% |
| All | -11.8% | +13.6% | -25.4% | -25.3% |
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 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