-39.1%
JOBY vs BBIO
+78.6%
-117.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | -5.2% | -3.2% | -2.0% | -4.5% |
| 30D | -19.7% | -13.6% | -6.1% | -17.1% |
| 3M | -31.7% | +7.2% | -39.0% | -33.1% |
| 6M | -37.5% | +1.5% | -39.0% | -38.1% |
| YTD | -51.6% | -5.3% | -46.3% | -51.7% |
| 1Y | -53.3% | +37.7% | -91.0% | -57.2% |
| 3Y | -12.2% | +153.9% | -166.1% | -32.4% |
| 5Y | -31.3% | +43.9% | -75.2% | -59.2% |
| All | -39.1% | +78.6% | -117.8% | -59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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