-65.8%
JOBY vs BAX
+46.0%
-111.8%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.0% | +0.2% | +3.5% |
| 7D | -0.6% | +4.1% | -4.7% | -1.3% |
| 30D | -12.6% | +9.4% | -22.0% | -13.9% |
| 3M | -36.6% | -6.5% | -30.1% | -36.0% |
| 6M | -43.0% | +59.6% | -102.6% | -47.6% |
| YTD | -61.7% | +38.9% | -100.6% | -64.5% |
| 1Y | -65.8% | +48.0% | -113.8% | -68.6% |
| All | -65.8% | +46.0% | -111.8% | -68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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