-32.2%
JOBY vs EMB
+6.1%
-38.2%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | +0.1% |
| 7D | -8.2% | -1.1% | -7.1% | -5.8% |
| 30D | -25.1% | -1.1% | -24.0% | -23.2% |
| 3M | -28.8% | -0.8% | -28.0% | -27.1% |
| 6M | -36.1% | -0.1% | -36.1% | -34.9% |
| YTD | -52.2% | +0.4% | -52.6% | -51.8% |
| 1Y | -52.4% | +3.3% | -55.7% | -54.5% |
| 3Y | -13.6% | +29.0% | -42.6% | -44.4% |
| 5Y | -32.2% | +6.3% | -38.5% | -51.5% |
| All | -32.2% | +6.1% | -38.2% | -51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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