-34.9%
JOBY vs BAX
-66.0%
+31.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.8% | +5.2% | +2.6% |
| 7D | +2.2% | -2.4% | +4.7% | +2.9% |
| 30D | -20.8% | -9.7% | -11.1% | -18.4% |
| 3M | -29.5% | +29.3% | -58.7% | -35.3% |
| 6M | -28.4% | +40.7% | -69.0% | -36.2% |
| YTD | -48.2% | +30.3% | -78.5% | -53.3% |
| 1Y | -49.1% | +3.4% | -52.5% | -50.8% |
| 3Y | -6.3% | -32.0% | +25.7% | +1.3% |
| 5Y | -27.2% | -66.9% | +39.6% | -8.6% |
| All | -34.9% | -66.0% | +31.1% | -18.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling