-32.5%
JOBY vs S
-56.8%
+24.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.3% | -2.0% |
| 7D | -3.4% | -7.7% | +4.3% | -0.8% |
| 30D | -13.6% | -5.3% | -8.3% | -12.5% |
| 3M | -39.5% | +20.3% | -59.8% | -44.0% |
| 6M | -31.9% | +47.4% | -79.2% | -42.0% |
| YTD | -48.9% | +32.5% | -81.5% | -55.0% |
| 1Y | -48.5% | +9.5% | -58.1% | -51.7% |
| 3Y | -8.0% | +15.5% | -23.6% | -18.0% |
| 5Y | -33.7% | -71.2% | +37.5% | -31.0% |
| All | -32.5% | -56.8% | +24.3% | -23.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling