-34.9%
JOBY vs IOVA
-77.2%
+42.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.7% |
| 7D | +2.2% | +5.1% | -2.8% | +1.2% |
| 30D | -20.8% | +37.2% | -58.1% | -26.4% |
| 3M | -29.5% | +117.5% | -147.0% | -42.1% |
| 6M | -28.4% | +69.6% | -98.0% | -39.0% |
| YTD | -48.2% | +218.7% | -266.9% | -62.5% |
| 1Y | -49.1% | +265.5% | -314.6% | -65.1% |
| 3Y | -6.3% | +46.2% | -52.5% | -35.3% |
| 5Y | -27.2% | -63.2% | +36.0% | -38.2% |
| All | -34.9% | -77.2% | +42.4% | -36.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling