-13.3%
JOBY vs FXI
+35.7%
-49.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.3% |
| 7D | -8.2% | -2.8% | -5.4% | -6.2% |
| 30D | -25.1% | -3.7% | -21.4% | -23.0% |
| 3M | -28.8% | -0.4% | -28.4% | -28.7% |
| 6M | -36.1% | -5.4% | -30.7% | -33.0% |
| YTD | -52.2% | -9.6% | -42.6% | -48.2% |
| 1Y | -52.4% | -11.9% | -40.5% | -47.5% |
| All | -13.3% | +35.7% | -49.0% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 FXI 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