-27.3%
BX vs JOBY
-52.0%
+24.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.3% | +1.2% | +2.3% |
| 7D | -5.6% | -5.2% | -0.4% | -4.8% |
| 30D | -12.2% | -19.7% | +7.5% | -9.1% |
| 3M | +7.4% | -31.7% | +39.1% | +13.5% |
| 6M | +22.2% | -37.5% | +59.7% | +29.3% |
| YTD | -14.0% | -51.6% | +37.6% | -5.4% |
| 1Y | -27.3% | -53.3% | +26.0% | -19.6% |
| All | -27.3% | -52.0% | +24.7% | -19.6% |
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