+113.9%
SOXX vs JOBY
-48.4%
+162.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +4.1% |
| 7D | +2.2% | -3.4% | +5.6% | +3.3% |
| 30D | -2.0% | -13.6% | +11.5% | +2.2% |
| 3M | -13.7% | -39.5% | +25.8% | -0.9% |
| 6M | +52.4% | -31.9% | +84.2% | +69.0% |
| YTD | +72.8% | -48.9% | +121.8% | +99.7% |
| 1Y | +113.9% | -48.5% | +162.5% | +154.0% |
| All | +113.9% | -48.4% | +162.3% | +154.0% |
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