+171.6%
BKR vs JOBY
-32.0%
+203.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.8% | -0.7% |
| 7D | -7.0% | -5.2% | -1.8% | -6.6% |
| 30D | -8.1% | -19.7% | +11.6% | -6.4% |
| 3M | -6.6% | -31.7% | +25.1% | -3.9% |
| 6M | +0.9% | -37.5% | +38.4% | +4.1% |
| YTD | +31.1% | -51.6% | +82.7% | +37.8% |
| 1Y | +27.7% | -53.3% | +81.0% | +33.7% |
| 3Y | +71.2% | -12.2% | +83.4% | +61.9% |
| All | +171.6% | -32.0% | +203.6% | +153.3% |
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 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