-64.7%
JOBY vs BRO
-4.7%
-60.0%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.7% | +4.3% | +5.1% |
| 7D | +4.3% | +9.9% | -5.6% | +7.1% |
| 30D | -8.3% | +22.3% | -30.6% | -2.8% |
| 3M | -32.1% | +5.3% | -37.4% | -31.1% |
| 6M | -38.9% | +30.3% | -69.3% | -34.7% |
| YTD | -59.8% | -5.7% | -54.1% | -55.2% |
| 1Y | -64.7% | -3.5% | -61.2% | -60.9% |
| All | -64.7% | -4.7% | -60.0% | -60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 1y: compounded portfolio wealth divided by compounded BRO 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…
1y analysis · Full analysis span regression · 6 months rolling