-48.5%
JOBY vs STT
+75.3%
-123.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.0% |
| 7D | -3.4% | +0.5% | -3.9% | -3.9% |
| 30D | -13.6% | +3.9% | -17.4% | -17.1% |
| 3M | -39.5% | +20.0% | -59.5% | -50.1% |
| 6M | -31.9% | +55.3% | -87.2% | -57.1% |
| YTD | -48.9% | +53.3% | -102.3% | -68.1% |
| 1Y | -48.5% | +74.7% | -123.2% | -73.0% |
| All | -48.5% | +75.3% | -123.9% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 1y: compounded portfolio wealth divided by compounded STT 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…
1y analysis · Full analysis span regression · 6 months rolling