+194.3%
NOK vs JOBY
-13.5%
+207.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.3% | +3.5% | +4.7% |
| 7D | +11.0% | -5.2% | +16.2% | +11.6% |
| 30D | +7.8% | -19.7% | +27.6% | +10.3% |
| 3M | -21.0% | -31.7% | +10.7% | -18.3% |
| 6M | +40.9% | -37.5% | +78.4% | +46.8% |
| YTD | +72.0% | -51.6% | +123.6% | +81.3% |
| 1Y | +140.9% | -53.3% | +194.2% | +152.9% |
| 3Y | +194.3% | -12.2% | +206.5% | +185.1% |
| All | +194.3% | -13.5% | +207.8% | +185.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY 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 JOBY 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