+10.6%
XLK vs JOBY
-65.4%
+76.0%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +5.0% | -13.0% | -9.2% |
| 7D | -14.0% | +4.3% | -18.3% | -14.9% |
| 30D | -19.6% | -8.3% | -11.3% | -18.1% |
| 3M | -12.6% | -32.1% | +19.5% | -4.5% |
| 6M | -1.7% | -38.9% | +37.2% | +9.4% |
| YTD | +13.2% | -59.8% | +73.0% | +32.7% |
| 1Y | +10.6% | -64.7% | +75.3% | +32.4% |
| All | +10.6% | -65.4% | +76.0% | +32.4% |
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