-39.1%
JOBY vs BAH
-3.9%
-35.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.2% |
| 7D | -5.2% | +4.3% | -9.5% | -6.0% |
| 30D | -19.7% | -2.5% | -17.3% | -19.4% |
| 3M | -31.7% | -0.9% | -30.8% | -31.7% |
| 6M | -37.5% | +1.5% | -39.0% | -38.2% |
| YTD | -51.6% | -8.0% | -43.6% | -51.0% |
| 1Y | -53.3% | -24.7% | -28.5% | -50.7% |
| 3Y | -12.2% | -28.4% | +16.2% | -9.7% |
| 5Y | -31.3% | +2.8% | -34.1% | -37.0% |
| All | -39.1% | -3.9% | -35.2% | -43.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling