-39.1%
JOBY vs SONY
+36.5%
-75.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +0.1% |
| 7D | -5.2% | -2.7% | -2.5% | -3.5% |
| 30D | -19.7% | +1.5% | -21.3% | -21.0% |
| 3M | -31.7% | +13.0% | -44.7% | -38.7% |
| 6M | -37.5% | +11.2% | -48.8% | -43.2% |
| YTD | -51.6% | -6.6% | -45.0% | -49.9% |
| 1Y | -53.3% | -18.1% | -35.2% | -47.0% |
| 3Y | -12.2% | +42.1% | -54.3% | -38.9% |
| 5Y | -31.3% | +11.0% | -42.3% | -39.5% |
| All | -39.1% | +36.5% | -75.6% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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