-10.6%
BA vs JOBY
-67.8%
+57.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.1% | -2.0% | +1.5% |
| 7D | +5.9% | -0.6% | +6.5% | +6.0% |
| 30D | -8.2% | -12.6% | +4.5% | -6.1% |
| 3M | -25.4% | -36.6% | +11.3% | -19.3% |
| 6M | -20.0% | -43.0% | +23.0% | -13.0% |
| YTD | -18.5% | -61.7% | +43.3% | -7.0% |
| 1Y | -10.6% | -65.8% | +55.2% | +2.8% |
| All | -10.6% | -67.8% | +57.2% | +2.8% |
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