-38.9%
JOBY vs TRGP
+1,614.8%
-1,653.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.0% | -5.2% | -5.8% |
| 7D | -5.9% | -0.7% | -5.2% | -5.6% |
| 30D | -27.1% | +9.5% | -36.6% | -29.7% |
| 3M | -30.7% | +10.8% | -41.6% | -34.2% |
| 6M | -36.1% | +25.3% | -61.4% | -42.8% |
| YTD | -51.4% | +60.3% | -111.6% | -61.0% |
| 1Y | -52.2% | +84.6% | -136.7% | -64.3% |
| 3Y | -12.1% | +264.4% | -276.4% | -50.9% |
| 5Y | -31.1% | +636.6% | -667.7% | -67.5% |
| All | -38.9% | +1,614.8% | -1,653.6% | -72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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