-49.1%
JOBY vs IRE
-94.6%
+45.5%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -13.5% | +4.3% | -7.3% |
| 7D | +0.8% | +11.1% | -10.4% | -1.3% |
| 30D | +7.9% | -75.2% | +83.0% | +25.3% |
| 3M | -32.9% | -86.4% | +53.5% | -16.4% |
| 6M | -49.1% | -94.8% | +45.7% | -31.7% |
| All | -49.1% | -94.6% | +45.5% | -31.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling