-65.8%
JOBY vs IRM
+19.5%
-85.2%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.7% | +2.4% | +3.2% |
| 7D | -0.6% | +2.6% | -3.2% | -2.0% |
| 30D | -12.6% | +5.6% | -18.3% | -15.4% |
| 3M | -36.6% | -4.7% | -31.9% | -35.2% |
| 6M | -43.0% | -6.1% | -36.9% | -41.2% |
| YTD | -61.7% | +46.3% | -108.1% | -72.4% |
| 1Y | -65.8% | +18.7% | -84.5% | -69.1% |
| All | -65.8% | +19.5% | -85.2% | -69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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