-38.9%
JOBY vs IT
+8.3%
-47.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.7% | -4.5% | -5.5% |
| 7D | -5.9% | -9.1% | +3.3% | -2.5% |
| 30D | -27.1% | -12.2% | -15.0% | -23.7% |
| 3M | -30.7% | +7.8% | -38.6% | -35.1% |
| 6M | -36.1% | +2.0% | -38.0% | -39.4% |
| YTD | -51.4% | -32.7% | -18.6% | -43.7% |
| 1Y | -52.2% | -31.1% | -21.1% | -45.8% |
| 3Y | -12.1% | -52.1% | +40.0% | +18.5% |
| 5Y | -31.1% | -46.3% | +15.2% | -16.6% |
| All | -38.9% | +8.3% | -47.2% | -37.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling