+14.4%
FIX vs JOBY
-67.8%
+82.2%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +4.1% | -19.2% | -16.5% |
| 7D | -18.9% | -0.6% | -18.3% | -18.9% |
| 30D | -36.3% | -12.6% | -23.7% | -33.4% |
| 3M | -38.5% | -36.6% | -1.9% | -28.5% |
| 6M | -42.3% | -43.0% | +0.7% | -32.1% |
| YTD | +17.1% | -61.7% | +78.8% | +52.6% |
| 1Y | +14.4% | -65.8% | +80.2% | +55.9% |
| All | +14.4% | -67.8% | +82.2% | +55.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling