+286.1%
BKR vs JOBY
-42.1%
+328.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.7% | -4.9% | -6.5% |
| 7D | -6.7% | -8.2% | +1.5% | -6.0% |
| 30D | -8.3% | -25.1% | +16.7% | -6.1% |
| 3M | -5.4% | -28.8% | +23.4% | -3.0% |
| 6M | +0.8% | -36.1% | +36.9% | +3.8% |
| YTD | +31.8% | -52.2% | +84.0% | +38.7% |
| 1Y | +28.6% | -52.4% | +81.0% | +34.4% |
| 3Y | +71.2% | -13.6% | +84.8% | +62.3% |
| 5Y | +179.2% | -32.2% | +211.4% | +158.2% |
| All | +286.1% | -42.1% | +328.2% | +271.4% |
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