-32.2%
JOBY vs BP
+139.4%
-171.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -1.9% |
| 7D | -8.2% | +5.7% | -13.9% | -9.6% |
| 30D | -25.1% | +8.1% | -33.1% | -26.7% |
| 3M | -28.8% | +8.6% | -37.4% | -30.8% |
| 6M | -36.1% | +18.1% | -54.3% | -40.6% |
| YTD | -52.2% | +37.6% | -89.8% | -58.1% |
| 1Y | -52.4% | +39.4% | -91.8% | -58.6% |
| 3Y | -13.6% | +40.1% | -53.6% | -26.1% |
| 5Y | -32.2% | +141.3% | -173.5% | -49.8% |
| All | -32.2% | +139.4% | -171.5% | -49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling