-65.8%
JOBY vs BHP
+53.4%
-119.2%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.6% | +1.6% | +2.0% |
| 7D | -0.6% | -2.5% | +1.9% | +1.5% |
| 30D | -12.6% | -7.7% | -4.9% | -6.7% |
| 3M | -36.6% | -6.4% | -30.3% | -34.1% |
| 6M | -43.0% | +5.2% | -48.2% | -46.0% |
| YTD | -61.7% | +38.3% | -100.1% | -71.8% |
| 1Y | -65.8% | +53.4% | -119.2% | -78.0% |
| All | -65.8% | +53.4% | -119.2% | -78.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 1y: compounded portfolio wealth divided by compounded BHP 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…
1y analysis · Full analysis span regression · 6 months rolling