-0.7%
BKR vs JOBY
-65.4%
+64.7%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +5.0% | -12.3% | -7.7% |
| 7D | -15.2% | +4.3% | -19.6% | -15.6% |
| 30D | -19.1% | -8.3% | -10.8% | -18.6% |
| 3M | -24.8% | -32.1% | +7.2% | -22.4% |
| 6M | -31.6% | -38.9% | +7.4% | -28.7% |
| YTD | +2.5% | -59.8% | +62.4% | +10.8% |
| 1Y | -0.7% | -64.7% | +63.9% | +8.3% |
| All | -0.7% | -65.4% | +64.7% | +8.3% |
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