-39.1%
JOBY vs BLK
+81.5%
-120.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.4% | -0.3% |
| 7D | -5.2% | -3.3% | -1.9% | -2.0% |
| 30D | -19.7% | -6.5% | -13.2% | -14.4% |
| 3M | -31.7% | +6.7% | -38.5% | -36.9% |
| 6M | -37.5% | +14.7% | -52.3% | -46.0% |
| YTD | -51.6% | +2.5% | -54.1% | -53.6% |
| 1Y | -53.3% | -2.8% | -50.5% | -52.3% |
| 3Y | -12.2% | +65.9% | -78.1% | -45.3% |
| 5Y | -31.3% | +33.0% | -64.3% | -49.2% |
| All | -39.1% | +81.5% | -120.6% | -61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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