-53.3%
JOBY vs XRT
-1.4%
-51.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | -0.2% |
| 7D | -5.2% | -3.2% | -2.0% | -1.9% |
| 30D | -19.7% | -4.5% | -15.2% | -15.9% |
| 3M | -31.7% | -3.1% | -28.7% | -30.1% |
| 6M | -37.5% | +4.2% | -41.8% | -41.1% |
| YTD | -51.6% | -0.1% | -51.5% | -51.5% |
| 1Y | -53.3% | -3.0% | -50.2% | -55.8% |
| All | -53.3% | -1.4% | -51.8% | -55.8% |
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