-6.3%
JOBY vs BAM
+57.7%
-64.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.4% | +4.9% | +4.8% |
| 7D | +2.2% | -1.6% | +3.8% | +3.6% |
| 30D | -20.8% | -6.0% | -14.8% | -16.5% |
| 3M | -29.5% | +7.3% | -36.8% | -35.0% |
| 6M | -28.4% | +8.2% | -36.6% | -34.8% |
| YTD | -48.2% | -3.8% | -44.3% | -47.2% |
| 1Y | -49.1% | -10.7% | -38.3% | -43.9% |
| 3Y | -6.3% | +55.3% | -61.6% | -50.6% |
| All | -6.3% | +57.7% | -64.0% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 3y: compounded portfolio wealth divided by compounded BAM 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…
3y analysis · Full analysis span regression · 6 months rolling