-39.1%
JOBY vs MKSI
+112.3%
-151.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.8% | +0.2% |
| 7D | -5.2% | +2.7% | -7.9% | -6.5% |
| 30D | -19.7% | -12.8% | -6.9% | -14.3% |
| 3M | -31.7% | -22.5% | -9.2% | -24.6% |
| 6M | -37.5% | +19.4% | -56.9% | -45.3% |
| YTD | -51.6% | +67.7% | -119.3% | -65.4% |
| 1Y | -53.3% | +131.4% | -184.7% | -72.3% |
| 3Y | -12.2% | +197.3% | -209.6% | -58.7% |
| 5Y | -31.3% | +87.0% | -118.3% | -59.2% |
| All | -39.1% | +112.3% | -151.4% | -63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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