-32.7%
IBIT vs JOBY
-52.0%
+19.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.1% |
| 7D | -3.2% | -5.2% | +2.0% | -1.9% |
| 30D | +22.0% | -19.7% | +41.7% | +28.9% |
| 3M | +21.4% | -31.7% | +53.1% | +32.8% |
| 6M | +9.2% | -37.5% | +46.8% | +20.8% |
| YTD | -11.8% | -51.6% | +39.7% | +4.3% |
| 1Y | -32.7% | -53.3% | +20.6% | -18.0% |
| All | -32.7% | -52.0% | +19.3% | -18.0% |
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