-48.5%
JOBY vs BAH
-28.2%
-20.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.6% |
| 7D | -3.4% | -3.2% | -0.2% | -2.9% |
| 30D | -13.6% | +2.0% | -15.6% | -13.9% |
| 3M | -39.5% | -7.6% | -31.9% | -37.2% |
| 6M | -31.9% | -5.7% | -26.2% | -30.3% |
| YTD | -48.9% | -11.7% | -37.2% | -47.3% |
| 1Y | -48.5% | -27.4% | -21.2% | -42.0% |
| All | -48.5% | -28.2% | -20.3% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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