-65.8%
JOBY vs IJR
+24.2%
-90.0%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.3% | +2.8% | +1.5% |
| 7D | -0.6% | +2.3% | -2.9% | -4.8% |
| 30D | -12.6% | +2.8% | -15.4% | -17.1% |
| 3M | -36.6% | -4.6% | -32.0% | -30.4% |
| 6M | -43.0% | +5.7% | -48.7% | -47.7% |
| YTD | -61.7% | +19.9% | -81.7% | -72.3% |
| 1Y | -65.8% | +24.2% | -90.0% | -76.7% |
| All | -65.8% | +24.2% | -90.0% | -76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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