-38.9%
JOBY vs BN
+111.3%
-150.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.9% | -4.2% | -4.3% |
| 7D | -5.9% | -3.0% | -2.9% | -3.1% |
| 30D | -27.1% | -13.0% | -14.1% | -16.7% |
| 3M | -30.7% | -15.2% | -15.5% | -18.8% |
| 6M | -36.1% | -5.9% | -30.1% | -32.9% |
| YTD | -51.4% | -15.8% | -35.6% | -43.1% |
| 1Y | -52.2% | -12.2% | -40.0% | -46.1% |
| 3Y | -12.1% | +72.2% | -84.3% | -45.2% |
| 5Y | -31.1% | +33.2% | -64.3% | -46.7% |
| All | -38.9% | +111.3% | -150.1% | -59.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling