-28.0%
JOBY vs BN
+33.2%
-61.2%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.8% | +0.8% |
| 7D | -5.2% | -5.2% | 0.0% | +0.1% |
| 30D | -19.7% | -14.5% | -5.2% | -5.8% |
| 3M | -31.7% | -15.0% | -16.7% | -19.5% |
| 6M | -37.5% | -5.4% | -32.1% | -34.6% |
| YTD | -51.6% | -16.4% | -35.2% | -42.4% |
| 1Y | -53.3% | -16.2% | -37.0% | -44.4% |
| 3Y | -12.2% | +67.5% | -79.8% | -47.1% |
| All | -28.0% | +33.2% | -61.2% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 5y: compounded portfolio wealth divided by compounded BN 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…
5y analysis · Full analysis span regression · 6 months rolling