-48.5%
JOBY vs XRT
+3.4%
-51.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -2.9% |
| 7D | -3.4% | +0.8% | -4.2% | -4.3% |
| 30D | -13.6% | -4.2% | -9.4% | -9.6% |
| 3M | -39.5% | +5.1% | -44.6% | -43.6% |
| 6M | -31.9% | +2.4% | -34.3% | -34.4% |
| YTD | -48.9% | +3.2% | -52.1% | -50.6% |
| 1Y | -48.5% | +1.5% | -50.1% | -51.8% |
| All | -48.5% | +3.4% | -51.9% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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