-28.0%
JOBY vs ARKK
-29.6%
+1.6%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.6% | +0.7% |
| 7D | -5.2% | -3.1% | -2.1% | -2.3% |
| 30D | -19.7% | +2.7% | -22.4% | -22.1% |
| 3M | -31.7% | +10.8% | -42.5% | -37.8% |
| 6M | -37.5% | +14.4% | -51.9% | -44.0% |
| YTD | -51.6% | +8.7% | -60.2% | -54.0% |
| 1Y | -53.3% | +6.7% | -60.0% | -54.3% |
| 3Y | -12.2% | +87.4% | -99.6% | -46.1% |
| All | -28.0% | -29.6% | +1.6% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 5y: compounded portfolio wealth divided by compounded ARKK 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…
5y analysis · Full analysis span regression · 6 months rolling