+181.1%
BX vs JOBY
-41.4%
+222.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.3% | +1.2% | +2.2% |
| 7D | -5.6% | -5.2% | -0.4% | -4.7% |
| 30D | -12.2% | -19.7% | +7.5% | -8.6% |
| 3M | +7.4% | -31.7% | +39.1% | +14.3% |
| 6M | +22.2% | -37.5% | +59.7% | +30.6% |
| YTD | -14.0% | -51.6% | +37.6% | -4.2% |
| 1Y | -27.3% | -53.3% | +26.0% | -19.7% |
| 3Y | +24.5% | -12.2% | +36.8% | +11.4% |
| 5Y | +18.9% | -31.3% | +50.2% | -3.4% |
| All | +181.1% | -41.4% | +222.5% | +128.8% |
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