-39.9%
JOBY vs VIAV
+174.4%
-214.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.5% | +2.8% | -0.1% |
| 7D | -8.2% | +11.2% | -19.4% | -11.9% |
| 30D | -25.1% | -2.6% | -22.5% | -25.5% |
| 3M | -28.8% | -20.1% | -8.7% | -24.9% |
| 6M | -36.1% | +25.8% | -62.0% | -45.9% |
| YTD | -52.2% | +109.9% | -162.1% | -69.7% |
| 1Y | -52.4% | +214.3% | -266.7% | -76.3% |
| 3Y | -13.6% | +281.6% | -295.2% | -64.1% |
| 5Y | -32.2% | +132.6% | -164.7% | -61.8% |
| All | -39.9% | +174.4% | -214.3% | -67.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling