-39.1%
JOBY vs IOVA
-77.5%
+38.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.7% | -4.4% | +0.1% |
| 7D | -5.2% | -2.2% | -3.0% | -4.8% |
| 30D | -19.7% | +27.6% | -47.3% | -24.2% |
| 3M | -31.7% | +117.2% | -148.9% | -44.0% |
| 6M | -37.5% | +77.7% | -115.2% | -47.3% |
| YTD | -51.6% | +215.0% | -266.6% | -64.8% |
| 1Y | -53.3% | +255.4% | -308.7% | -67.8% |
| 3Y | -12.2% | +42.6% | -54.8% | -39.0% |
| 5Y | -31.3% | -62.2% | +30.9% | -41.8% |
| All | -39.1% | -77.5% | +38.4% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 10y: compounded portfolio wealth divided by compounded IOVA 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…
10y analysis · Full analysis span regression · 6 months rolling