-11.8%
JOBY vs BP
+37.6%
-49.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +1.8% | -7.9% | -6.6% |
| 7D | -5.9% | +4.0% | -9.8% | -6.8% |
| 30D | -27.1% | +7.8% | -35.0% | -28.6% |
| 3M | -30.7% | +8.4% | -39.1% | -32.5% |
| 6M | -36.1% | +15.1% | -51.1% | -40.5% |
| YTD | -51.4% | +36.4% | -87.8% | -58.4% |
| 1Y | -52.2% | +40.9% | -93.1% | -59.9% |
| All | -11.8% | +37.6% | -49.5% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 3y: compounded portfolio wealth divided by compounded BP 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…
3y analysis · Full analysis span regression · 6 months rolling