-38.9%
JOBY vs BLDR
+71.2%
-110.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.9% | -4.2% | -5.2% |
| 7D | -5.9% | -2.7% | -3.2% | -4.7% |
| 30D | -27.1% | -14.7% | -12.4% | -21.7% |
| 3M | -30.7% | -20.8% | -9.9% | -24.1% |
| 6M | -36.1% | -35.3% | -0.7% | -23.2% |
| YTD | -51.4% | -40.3% | -11.0% | -39.7% |
| 1Y | -52.2% | -56.3% | +4.1% | -31.2% |
| 3Y | -12.1% | -56.1% | +44.1% | +18.2% |
| 5Y | -31.1% | +12.9% | -44.0% | -42.9% |
| All | -38.9% | +71.2% | -110.1% | -55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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