-38.9%
JOBY vs BTI
+144.6%
-183.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.5% | -4.7% | -5.9% |
| 7D | -5.9% | -2.4% | -3.4% | -5.5% |
| 30D | -27.1% | -4.8% | -22.4% | -26.6% |
| 3M | -30.7% | -8.1% | -22.6% | -30.3% |
| 6M | -36.1% | -4.2% | -31.9% | -36.5% |
| YTD | -51.4% | -1.3% | -50.1% | -52.1% |
| 1Y | -52.2% | +2.1% | -54.3% | -53.2% |
| 3Y | -12.1% | +108.9% | -121.0% | -29.6% |
| 5Y | -31.1% | +114.5% | -145.6% | -47.3% |
| All | -38.9% | +144.6% | -183.5% | -55.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling