-65.8%
JOBY vs TAP
+4.4%
-70.1%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.0% | +1.1% | +4.8% |
| 7D | -0.6% | +9.9% | -10.5% | +1.9% |
| 30D | -12.6% | +18.1% | -30.8% | -8.6% |
| 3M | -36.6% | +3.2% | -39.8% | -36.2% |
| 6M | -43.0% | +8.4% | -51.4% | -41.1% |
| YTD | -61.7% | -4.4% | -57.3% | -61.6% |
| 1Y | -65.8% | +3.2% | -69.0% | -66.8% |
| All | -65.8% | +4.4% | -70.1% | -66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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