-48.5%
JOBY vs VIVK
-100.0%
+51.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -12.3% | +10.4% | -1.6% |
| 7D | -3.4% | -1.4% | -2.1% | -3.4% |
| 30D | -13.6% | -43.6% | +30.0% | -12.6% |
| 3M | -39.5% | -95.1% | +55.6% | -34.7% |
| 6M | -31.9% | -98.2% | +66.3% | -25.4% |
| YTD | -48.9% | -97.9% | +49.0% | -45.6% |
| 1Y | -48.5% | -100.0% | +51.4% | -33.9% |
| All | -48.5% | -100.0% | +51.4% | -33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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