-12.2%
JOBY vs IT
-49.4%
+37.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.3% | -4.0% | 0.0% |
| 7D | -5.2% | -3.7% | -1.5% | -4.4% |
| 30D | -19.7% | +0.1% | -19.8% | -20.0% |
| 3M | -31.7% | +20.7% | -52.4% | -36.2% |
| 6M | -37.5% | +12.0% | -49.5% | -40.7% |
| YTD | -51.6% | -28.8% | -22.8% | -45.2% |
| 1Y | -53.3% | -25.5% | -27.8% | -48.5% |
| 3Y | -12.2% | -48.8% | +36.5% | +19.8% |
| All | -12.2% | -49.4% | +37.2% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 3y: compounded portfolio wealth divided by compounded IT 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…
3y analysis · Full analysis span regression · 6 months rolling