-48.5%
JOBY vs TGT
+84.5%
-133.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -1.9% |
| 7D | -3.4% | +0.8% | -4.2% | -3.6% |
| 30D | -13.6% | +12.2% | -25.8% | -15.4% |
| 3M | -39.5% | +33.8% | -73.3% | -43.7% |
| 6M | -31.9% | +39.3% | -71.1% | -37.5% |
| YTD | -48.9% | +72.9% | -121.8% | -56.2% |
| 1Y | -48.5% | +84.6% | -133.1% | -57.8% |
| All | -48.5% | +84.5% | -133.0% | -57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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