-28.0%
JOBY vs VIAV
+139.8%
-167.8%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.6% | -2.3% | 0.0% |
| 7D | -5.2% | +11.2% | -16.4% | -9.0% |
| 30D | -19.7% | -10.1% | -9.6% | -17.2% |
| 3M | -31.7% | -22.9% | -8.9% | -27.0% |
| 6M | -37.5% | +28.8% | -66.3% | -47.6% |
| YTD | -51.6% | +117.5% | -169.0% | -69.9% |
| 1Y | -53.3% | +216.1% | -269.4% | -76.9% |
| 3Y | -12.2% | +292.2% | -304.4% | -64.5% |
| All | -28.0% | +139.8% | -167.8% | -57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 5y: compounded portfolio wealth divided by compounded VIAV 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…
5y analysis · Full analysis span regression · 6 months rolling