+46.2%
IBIT vs JOBY
-16.2%
+62.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.9% | +1.4% | -2.7% |
| 7D | -9.2% | -14.3% | +5.1% | -6.7% |
| 30D | -15.8% | +10.2% | -26.0% | -17.5% |
| 3M | +8.5% | -38.5% | +47.0% | +17.7% |
| 6M | -13.7% | -54.1% | +40.4% | -2.3% |
| YTD | -21.6% | -61.5% | +39.9% | -9.5% |
| 1Y | -30.0% | -65.7% | +35.7% | -17.8% |
| All | +46.2% | -16.2% | +62.4% | +41.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling