-34.9%
JOBY vs IAU
+128.5%
-163.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +2.3% |
| 7D | +2.2% | +0.7% | +1.5% | +1.9% |
| 30D | -20.8% | +0.3% | -21.2% | -21.1% |
| 3M | -29.5% | +0.7% | -30.2% | -29.8% |
| 6M | -28.4% | -15.5% | -12.9% | -23.5% |
| YTD | -48.2% | +1.0% | -49.1% | -48.0% |
| 1Y | -49.1% | +19.6% | -68.6% | -51.0% |
| 3Y | -6.3% | +125.4% | -131.7% | -29.9% |
| 5Y | -27.2% | +140.7% | -168.0% | -49.3% |
| All | -34.9% | +128.5% | -163.4% | -54.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling