-38.9%
JOBY vs BB
+55.3%
-94.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.5% | -4.6% | -5.7% |
| 7D | -5.9% | +1.8% | -7.7% | -6.4% |
| 30D | -27.1% | -12.2% | -14.9% | -24.3% |
| 3M | -30.7% | -12.3% | -18.4% | -29.2% |
| 6M | -36.1% | +122.7% | -158.8% | -51.3% |
| YTD | -51.4% | +104.5% | -155.8% | -61.9% |
| 1Y | -52.2% | +106.7% | -158.8% | -62.9% |
| 3Y | -12.1% | +70.0% | -82.0% | -32.4% |
| 5Y | -31.1% | -27.8% | -3.3% | -41.2% |
| All | -38.9% | +55.3% | -94.2% | -48.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling