-2.7%
BA vs JOBY
-46.1%
+43.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.3% | +0.8% |
| 7D | -1.4% | +16.4% | -17.8% | -3.6% |
| 30D | -7.9% | +14.4% | -22.3% | -9.9% |
| 3M | -25.2% | -30.2% | +5.0% | -21.7% |
| 6M | -26.7% | -45.3% | +18.5% | -21.2% |
| YTD | -19.6% | -55.5% | +35.8% | -12.0% |
| 1Y | -10.6% | -64.0% | +53.4% | +0.4% |
| 3Y | -11.2% | +13.3% | -24.5% | -22.2% |
| 5Y | -20.4% | -36.7% | +16.3% | -31.3% |
| All | -2.7% | -46.1% | +43.4% | -11.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling