-41.1%
JOBY vs IP
+0.5%
-41.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.9% | +1.3% | +3.1% |
| 7D | +28.5% | -3.0% | +31.5% | +29.9% |
| 30D | +13.6% | +10.6% | +3.0% | +8.9% |
| 3M | -28.5% | -13.6% | -14.9% | -24.5% |
| 6M | -43.1% | +10.4% | -53.6% | -46.4% |
| YTD | -53.2% | -6.5% | -46.7% | -53.2% |
| 1Y | -58.5% | -2.1% | -56.4% | -59.4% |
| 3Y | +16.6% | +22.0% | -5.4% | -4.7% |
| 5Y | -34.7% | -9.7% | -25.0% | -38.6% |
| All | -41.1% | +0.5% | -41.6% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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