+109.3%
IONQ vs JOBY
-5.7%
+114.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.5% | +0.9% | +1.5% |
| 7D | +7.1% | +2.2% | +4.9% | +5.6% |
| 30D | -8.9% | -20.8% | +11.9% | +5.1% |
| 3M | -35.6% | -29.5% | -6.1% | -20.0% |
| 6M | +13.3% | -28.4% | +41.6% | +39.1% |
| YTD | -9.8% | -48.2% | +38.4% | +34.3% |
| 1Y | -1.3% | -49.1% | +47.8% | +48.8% |
| 3Y | +109.3% | -6.3% | +115.6% | +101.8% |
| All | +109.3% | -5.7% | +114.9% | +101.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling