-12.2%
JOBY vs BRKR
-11.8%
-0.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.4% |
| 7D | -5.2% | -8.7% | +3.5% | -1.7% |
| 30D | -19.7% | -9.9% | -9.9% | -16.5% |
| 3M | -31.7% | -3.1% | -28.6% | -33.2% |
| 6M | -37.5% | +45.5% | -83.0% | -49.4% |
| YTD | -51.6% | +13.7% | -65.3% | -56.6% |
| 1Y | -53.3% | +67.4% | -120.7% | -64.4% |
| 3Y | -12.2% | -13.2% | +1.0% | -17.3% |
| All | -12.2% | -11.8% | -0.5% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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