-28.0%
JOBY vs BB
-26.5%
-1.6%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.5% | +0.5% |
| 7D | -5.2% | -0.4% | -4.8% | -5.0% |
| 30D | -19.7% | -12.5% | -7.2% | -14.9% |
| 3M | -31.7% | -17.4% | -14.3% | -27.9% |
| 6M | -37.5% | +119.1% | -156.7% | -60.3% |
| YTD | -51.6% | +102.4% | -154.0% | -67.9% |
| 1Y | -53.3% | +98.2% | -151.5% | -69.2% |
| 3Y | -12.2% | +46.9% | -59.2% | -39.2% |
| All | -28.0% | -26.5% | -1.6% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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