-12.2%
JOBY vs BR
-5.3%
-6.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | -5.2% | -3.0% | -2.2% | -3.8% |
| 30D | -19.7% | -0.3% | -19.4% | -19.8% |
| 3M | -31.7% | +17.3% | -49.0% | -38.0% |
| 6M | -37.5% | -6.7% | -30.8% | -34.1% |
| YTD | -51.6% | -23.4% | -28.1% | -40.5% |
| 1Y | -53.3% | -32.7% | -20.6% | -35.8% |
| 3Y | -12.2% | -5.9% | -6.3% | -25.5% |
| All | -12.2% | -5.3% | -6.9% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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