-13.3%
IBM vs JOBY
-67.8%
+54.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.1% | -2.4% | +1.5% |
| 7D | +0.4% | -0.6% | +1.0% | +0.4% |
| 30D | +14.8% | -12.6% | +27.4% | +15.3% |
| 3M | +8.9% | -36.6% | +45.6% | +10.6% |
| 6M | +12.4% | -43.0% | +55.4% | +15.1% |
| YTD | -12.4% | -61.7% | +49.3% | -9.0% |
| 1Y | -13.3% | -65.8% | +52.5% | -9.0% |
| All | -13.3% | -67.8% | +54.6% | -9.0% |
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