-65.8%
JOBY vs BTI
+24.7%
-90.5%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.4% | +0.7% | +4.6% |
| 7D | -0.6% | +5.3% | -5.9% | +0.1% |
| 30D | -12.6% | +19.1% | -31.7% | -10.3% |
| 3M | -36.6% | +6.5% | -43.1% | -36.2% |
| 6M | -43.0% | +9.4% | -52.4% | -43.5% |
| YTD | -61.7% | +14.4% | -76.1% | -62.3% |
| 1Y | -65.8% | +23.9% | -89.7% | -69.3% |
| All | -65.8% | +24.7% | -90.5% | -69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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