-0.3%
BA vs JOBY
-30.0%
+29.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -0.9% |
| 7D | +2.5% | +2.2% | +0.2% | +2.1% |
| 30D | -10.1% | -20.8% | +10.7% | -7.1% |
| 3M | -2.4% | -29.5% | +27.1% | +2.1% |
| 6M | -8.8% | -28.4% | +19.6% | -5.5% |
| YTD | -2.9% | -48.2% | +45.2% | +4.5% |
| 1Y | -8.8% | -49.1% | +40.3% | -2.7% |
| 3Y | -0.3% | -6.3% | +6.0% | -10.2% |
| 5Y | -0.3% | -27.2% | +26.9% | -16.0% |
| All | -0.3% | -30.0% | +29.7% | -16.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling