-12.2%
JOBY vs IOT
+23.8%
-36.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.4% | +1.3% |
| 7D | -5.2% | -4.5% | -0.7% | -3.7% |
| 30D | -19.7% | -2.4% | -17.3% | -19.3% |
| 3M | -31.7% | +19.0% | -50.7% | -37.0% |
| 6M | -37.5% | +19.6% | -57.2% | -43.4% |
| YTD | -51.6% | +8.3% | -59.9% | -55.2% |
| 1Y | -53.3% | -0.8% | -52.5% | -55.3% |
| 3Y | -12.2% | +24.4% | -36.6% | -31.1% |
| All | -12.2% | +23.8% | -36.1% | -31.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling