-38.9%
JOBY vs BHP
+175.4%
-214.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.3% | -6.4% | -6.3% |
| 7D | -5.9% | +0.9% | -6.8% | -6.3% |
| 30D | -27.1% | +4.0% | -31.2% | -28.8% |
| 3M | -30.7% | +11.3% | -42.0% | -34.6% |
| 6M | -36.1% | +29.3% | -65.4% | -43.3% |
| YTD | -51.4% | +59.2% | -110.6% | -61.0% |
| 1Y | -52.2% | +80.8% | -133.0% | -63.6% |
| 3Y | -12.1% | +88.0% | -100.0% | -35.1% |
| 5Y | -31.1% | +126.6% | -157.8% | -52.4% |
| All | -38.9% | +175.4% | -214.3% | -58.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling