-3.3%
BA vs JOBY
-45.7%
+42.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.2% | +4.8% | +1.2% |
| 7D | 0.0% | +22.1% | -22.0% | -2.9% |
| 30D | -8.9% | +8.8% | -17.7% | -10.3% |
| 3M | -25.5% | -32.8% | +7.3% | -21.6% |
| 6M | -27.0% | -45.5% | +18.6% | -21.4% |
| YTD | -20.1% | -55.2% | +35.0% | -12.7% |
| 1Y | -11.0% | -62.5% | +51.5% | -0.6% |
| 3Y | -11.8% | +14.1% | -25.9% | -22.8% |
| 5Y | -20.6% | -35.9% | +15.3% | -31.6% |
| All | -3.3% | -45.7% | +42.4% | -12.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling