-48.5%
JOBY vs IOT
+14.9%
-63.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.7% | -5.6% | -2.6% |
| 7D | -3.4% | -2.3% | -1.1% | -3.1% |
| 30D | -13.6% | +3.8% | -17.4% | -14.3% |
| 3M | -39.5% | +14.2% | -53.7% | -41.5% |
| 6M | -31.9% | +40.1% | -72.0% | -38.8% |
| YTD | -48.9% | +13.4% | -62.3% | -51.1% |
| 1Y | -48.5% | +12.2% | -60.7% | -49.9% |
| All | -48.5% | +14.9% | -63.4% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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