+29.4%
LITE vs JOBY
-31.6%
+61.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.9% | +5.9% | +4.7% |
| 7D | -1.5% | -3.4% | +1.9% | -0.3% |
| 30D | +6.7% | -13.6% | +20.2% | +11.5% |
| 3M | -6.8% | -39.5% | +32.7% | +6.5% |
| 6M | +29.4% | -31.9% | +61.3% | +65.6% |
| All | +29.4% | -31.6% | +61.1% | +65.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling