-11.9%
BA vs JOBY
-68.1%
+56.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.9% | +4.8% | +0.7% |
| 7D | -1.1% | -14.3% | +13.2% | +1.2% |
| 30D | -7.1% | +10.2% | -17.3% | -9.2% |
| 3M | -25.5% | -38.5% | +13.0% | -18.9% |
| 6M | -28.7% | -54.1% | +25.3% | -19.1% |
| YTD | -21.0% | -61.5% | +40.5% | -9.6% |
| 1Y | -11.9% | -65.7% | +53.8% | +2.5% |
| All | -11.9% | -68.1% | +56.2% | +2.5% |
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