+43.4%
XLK vs JOBY
-48.4%
+91.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +1.1% |
| 7D | +0.9% | -3.4% | +4.3% | +1.6% |
| 30D | +0.7% | -13.6% | +14.3% | +3.5% |
| 3M | -2.9% | -39.5% | +36.6% | +5.8% |
| 6M | +34.3% | -31.9% | +66.1% | +42.5% |
| YTD | +30.4% | -48.9% | +79.3% | +42.1% |
| 1Y | +43.4% | -48.5% | +91.9% | +58.2% |
| All | +43.4% | -48.4% | +91.7% | +58.2% |
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