-12.2%
JOBY vs BTI
+109.4%
-121.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.2% |
| 7D | -5.2% | -0.2% | -5.0% | -5.2% |
| 30D | -19.7% | -1.1% | -18.6% | -19.6% |
| 3M | -31.7% | -8.8% | -23.0% | -31.3% |
| 6M | -37.5% | -4.0% | -33.6% | -38.2% |
| YTD | -51.6% | +0.4% | -51.9% | -52.7% |
| 1Y | -53.3% | +1.9% | -55.2% | -54.4% |
| 3Y | -12.2% | +108.5% | -120.7% | -40.8% |
| All | -12.2% | +109.4% | -121.6% | -40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling