-39.9%
JOBY vs BR
+23.7%
-63.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.8% |
| 7D | -8.2% | -6.0% | -2.2% | -4.1% |
| 30D | -25.1% | -0.9% | -24.2% | -24.8% |
| 3M | -28.8% | +16.4% | -45.2% | -37.5% |
| 6M | -36.1% | -8.2% | -28.0% | -32.6% |
| YTD | -52.2% | -23.2% | -29.0% | -41.8% |
| 1Y | -52.4% | -30.9% | -21.5% | -36.6% |
| 3Y | -13.6% | -5.0% | -8.6% | -15.8% |
| 5Y | -32.2% | +8.8% | -40.9% | -44.3% |
| All | -39.9% | +23.7% | -63.6% | -55.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling