-49.1%
JOBY vs IBB
+25.6%
-74.7%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -2.2% | -7.0% | -7.9% |
| 7D | +0.8% | +1.6% | -0.9% | +0.3% |
| 30D | +7.9% | +6.7% | +1.2% | +4.0% |
| 3M | -32.9% | +6.3% | -39.3% | -35.5% |
| 6M | -49.1% | +23.9% | -73.0% | -57.2% |
| All | -49.1% | +25.6% | -74.7% | -57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 6mo: compounded portfolio wealth divided by compounded IBB 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…
6mo analysis · Full analysis span regression · 6 months rolling