+223.9%
NOK vs JOBY
-42.1%
+266.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -1.1% |
| 7D | +8.7% | -8.2% | +16.9% | +9.6% |
| 30D | +12.5% | -25.1% | +37.6% | +15.5% |
| 3M | -20.7% | -28.8% | +8.0% | -18.4% |
| 6M | +36.2% | -36.1% | +72.3% | +41.5% |
| YTD | +64.1% | -52.2% | +116.3% | +73.6% |
| 1Y | +132.4% | -52.4% | +184.8% | +144.2% |
| 3Y | +182.9% | -13.6% | +196.4% | +170.8% |
| 5Y | +102.8% | -32.2% | +134.9% | +80.3% |
| All | +223.9% | -42.1% | +266.0% | +181.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling