-36.1%
JOBY vs BDX
+8.7%
-44.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.9% | +0.2% | -2.2% |
| 7D | -8.2% | -5.4% | -2.7% | -9.5% |
| 30D | -25.1% | -2.2% | -22.9% | -25.4% |
| 3M | -28.8% | +20.1% | -48.9% | -25.0% |
| 6M | -36.1% | +9.1% | -45.2% | -21.8% |
| All | -36.1% | +8.7% | -44.8% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 6mo: compounded portfolio wealth divided by compounded BDX 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…
6mo analysis · Full analysis span regression · 6 months rolling