-53.3%
JOBY vs IAU
+19.7%
-73.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.7% | +0.8% |
| 7D | -5.2% | -2.0% | -3.2% | -3.8% |
| 30D | -19.7% | -1.5% | -18.2% | -19.0% |
| 3M | -31.7% | +3.3% | -35.0% | -33.8% |
| 6M | -37.5% | -16.2% | -21.3% | -29.6% |
| YTD | -51.6% | +0.7% | -52.3% | -54.7% |
| 1Y | -53.3% | +19.2% | -72.5% | -57.9% |
| All | -53.3% | +19.7% | -73.0% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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