-48.5%
JOBY vs MKTX
-8.5%
-40.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -3.4% | +0.4% | -3.8% | -3.5% |
| 30D | -13.6% | +1.1% | -14.7% | -13.7% |
| 3M | -39.5% | +36.1% | -75.6% | -40.1% |
| 6M | -31.9% | -12.9% | -19.0% | -38.6% |
| YTD | -48.9% | -8.5% | -40.4% | -53.6% |
| 1Y | -48.5% | -7.5% | -41.0% | -52.1% |
| All | -48.5% | -8.5% | -40.1% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 1y: compounded portfolio wealth divided by compounded MKTX 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…
1y analysis · Full analysis span regression · 6 months rolling