-11.8%
JOBY vs XRT
+40.3%
-52.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.6% | -4.5% | -3.9% |
| 7D | -5.9% | -2.4% | -3.5% | -2.8% |
| 30D | -27.1% | -6.9% | -20.2% | -19.8% |
| 3M | -30.7% | -0.4% | -30.3% | -31.3% |
| 6M | -36.1% | +2.2% | -38.3% | -38.6% |
| YTD | -51.4% | -0.7% | -50.7% | -51.0% |
| 1Y | -52.2% | -2.0% | -50.2% | -51.2% |
| All | -11.8% | +40.3% | -52.2% | -47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling