-48.5%
JOBY vs IR
-1.2%
-47.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.2% | -2.5% |
| 7D | -3.4% | -2.8% | -0.6% | -2.1% |
| 30D | -13.6% | -15.1% | +1.5% | -6.8% |
| 3M | -39.5% | +6.1% | -45.6% | -41.9% |
| 6M | -31.9% | -16.8% | -15.0% | -26.7% |
| YTD | -48.9% | -3.5% | -45.4% | -50.2% |
| 1Y | -48.5% | -3.5% | -45.1% | -48.5% |
| All | -48.5% | -1.2% | -47.3% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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