-60.8%
JOBY vs IP
-2.1%
-58.7%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.9% | +1.3% | +3.3% |
| 7D | +28.5% | -3.0% | +31.5% | +29.5% |
| 30D | +13.6% | +10.6% | +3.0% | +9.9% |
| 3M | -28.5% | -13.6% | -14.9% | -25.7% |
| 6M | -43.1% | +10.4% | -53.6% | -46.3% |
| YTD | -53.2% | -6.5% | -46.7% | -53.0% |
| All | -60.8% | -2.1% | -58.7% | -61.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling