+45.7%
IONQ vs JOBY
-44.4%
+90.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.9% | -1.5% | -3.4% |
| 7D | -11.5% | -14.3% | +2.9% | -2.4% |
| 30D | -8.1% | +10.2% | -18.3% | -12.5% |
| 3M | -35.8% | -38.5% | +2.7% | -12.9% |
| 6M | -47.7% | -54.1% | +6.3% | -15.6% |
| YTD | -35.6% | -61.5% | +25.9% | +14.7% |
| 1Y | -36.4% | -65.7% | +29.3% | +22.3% |
| 3Y | +150.0% | -7.0% | +157.0% | +138.8% |
| All | +45.7% | -44.4% | +90.1% | +129.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling