+34.0%
XLK vs JOBY
-35.5%
+69.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | +0.1% | +1.0% |
| 7D | +0.2% | -5.2% | +5.4% | +1.7% |
| 30D | -0.6% | -19.7% | +19.1% | +5.7% |
| 3M | +2.6% | -31.7% | +34.3% | +13.3% |
| 6M | +34.0% | -37.5% | +71.5% | +56.6% |
| All | +34.0% | -35.5% | +69.4% | +56.6% |
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