-12.2%
JOBY vs ZBRA
+35.9%
-48.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.6% | +0.2% |
| 7D | -5.2% | -3.4% | -1.8% | -3.2% |
| 30D | -19.7% | -7.4% | -12.3% | -16.1% |
| 3M | -31.7% | +57.5% | -89.2% | -49.9% |
| 6M | -37.5% | +64.0% | -101.5% | -55.8% |
| YTD | -51.6% | +44.3% | -95.9% | -63.4% |
| 1Y | -53.3% | +10.9% | -64.2% | -57.7% |
| 3Y | -12.2% | +37.5% | -49.7% | -34.6% |
| All | -12.2% | +35.9% | -48.1% | -34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 3y: compounded portfolio wealth divided by compounded ZBRA 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…
3y analysis · Full analysis span regression · 6 months rolling