+57.4%
JOBY vs BAM
+67.8%
-10.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.4% | -3.8% | -4.1% |
| 7D | -5.9% | -3.9% | -1.9% | -2.6% |
| 30D | -27.1% | -8.8% | -18.3% | -21.4% |
| 3M | -30.7% | +2.2% | -32.9% | -32.6% |
| 6M | -36.1% | +5.9% | -42.0% | -39.9% |
| YTD | -51.4% | -6.1% | -45.3% | -49.4% |
| 1Y | -52.2% | -11.6% | -40.5% | -47.2% |
| 3Y | -12.1% | +51.7% | -63.7% | -38.1% |
| All | +57.4% | +67.8% | -10.5% | +3.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling