-13.3%
JOBY vs BAX
-34.3%
+21.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -1.4% |
| 7D | -8.2% | -5.4% | -2.7% | -6.5% |
| 30D | -25.1% | -12.4% | -12.7% | -21.9% |
| 3M | -28.8% | +19.1% | -47.9% | -33.1% |
| 6M | -36.1% | +38.6% | -74.7% | -43.5% |
| YTD | -52.2% | +26.7% | -78.9% | -57.1% |
| 1Y | -52.4% | +1.0% | -53.4% | -53.7% |
| All | -13.3% | -34.3% | +21.0% | -7.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling