-13.3%
JOBY vs IAG
+796.9%
-810.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.5% | -1.2% |
| 7D | -8.2% | -4.1% | -4.1% | -7.2% |
| 30D | -25.1% | +10.6% | -35.7% | -27.2% |
| 3M | -28.8% | +35.4% | -64.2% | -34.5% |
| 6M | -36.1% | -9.5% | -26.6% | -36.2% |
| YTD | -52.2% | +21.8% | -74.0% | -54.8% |
| 1Y | -52.4% | +84.1% | -136.6% | -57.8% |
| All | -13.3% | +796.9% | -810.2% | -46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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