-68.4%
JOBY vs IRE
-98.1%
+29.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -14.4% | +9.5% | -2.7% |
| 7D | -14.3% | -31.8% | +17.5% | -9.5% |
| 30D | +10.2% | -71.8% | +81.9% | +26.8% |
| 3M | -38.5% | -88.9% | +50.4% | -20.1% |
| 6M | -54.1% | -95.4% | +41.3% | -37.3% |
| YTD | -61.5% | -94.2% | +32.7% | -54.0% |
| 1Y | -65.7% | -97.1% | +31.4% | -57.2% |
| All | -68.4% | -98.1% | +29.7% | -60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 5y: compounded portfolio wealth divided by compounded IRE 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…
5y analysis · Full analysis span regression · 6 months rolling