+66.7%
IBIT vs JOBY
+12.9%
+53.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.5% | -3.3% | -2.1% |
| 7D | +1.4% | +2.2% | -0.8% | +1.0% |
| 30D | +20.6% | -20.8% | +41.5% | +25.6% |
| 3M | +23.7% | -29.5% | +53.2% | +30.6% |
| 6M | +15.0% | -28.4% | +43.4% | +19.9% |
| YTD | -10.6% | -48.2% | +37.6% | -1.7% |
| 1Y | -30.3% | -49.1% | +18.8% | -23.5% |
| All | +66.7% | +12.9% | +53.8% | +53.6% |
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