-39.1%
JOBY vs BNY
+395.3%
-434.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.2% | +1.2% |
| 7D | -5.2% | -1.3% | -3.9% | -4.1% |
| 30D | -19.7% | -0.2% | -19.6% | -19.8% |
| 3M | -31.7% | +14.9% | -46.7% | -39.8% |
| 6M | -37.5% | +40.0% | -77.5% | -53.2% |
| YTD | -51.6% | +42.0% | -93.6% | -64.3% |
| 1Y | -53.3% | +56.9% | -110.1% | -68.1% |
| 3Y | -12.2% | +289.9% | -302.1% | -69.4% |
| 5Y | -31.3% | +259.2% | -290.5% | -74.1% |
| All | -39.1% | +395.3% | -434.5% | -76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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