-39.1%
JOBY vs ARKK
-17.8%
-21.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.6% | +0.7% |
| 7D | -5.2% | -3.1% | -2.1% | -2.5% |
| 30D | -19.7% | +2.7% | -22.4% | -21.9% |
| 3M | -31.7% | +10.8% | -42.5% | -37.4% |
| 6M | -37.5% | +14.4% | -51.9% | -43.5% |
| YTD | -51.6% | +8.7% | -60.2% | -53.8% |
| 1Y | -53.3% | +6.7% | -60.0% | -54.1% |
| 3Y | -12.2% | +87.4% | -99.6% | -43.8% |
| 5Y | -31.3% | -29.5% | -1.8% | -21.3% |
| All | -39.1% | -17.8% | -21.4% | -23.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling