-35.8%
JOBY vs IR
+82.8%
-118.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.2% | -2.8% |
| 7D | -3.4% | -2.8% | -0.6% | -1.4% |
| 30D | -13.6% | -15.1% | +1.5% | -2.6% |
| 3M | -39.5% | +6.1% | -45.6% | -43.0% |
| 6M | -31.9% | -16.8% | -15.0% | -23.3% |
| YTD | -48.9% | -3.5% | -45.4% | -49.5% |
| 1Y | -48.5% | -3.5% | -45.1% | -49.3% |
| 3Y | -8.0% | +9.5% | -17.5% | -17.8% |
| 5Y | -33.7% | +45.1% | -78.7% | -50.9% |
| All | -35.8% | +82.8% | -118.6% | -54.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling