+129.4%
LITE vs JOBY
-60.4%
+189.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +4.2% | +6.5% | +9.2% |
| 7D | -12.9% | +28.5% | -41.4% | -20.8% |
| 30D | -46.0% | +13.6% | -59.6% | -48.4% |
| 3M | -33.0% | -28.5% | -4.6% | -25.0% |
| 6M | -34.0% | -43.1% | +9.1% | -22.1% |
| YTD | +61.7% | -53.2% | +114.9% | +94.3% |
| All | +129.4% | -60.4% | +189.8% | +222.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY 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 JOBY 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