-39.1%
JOBY vs MKTX
-71.1%
+32.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.3% | +1.3% |
| 7D | -5.2% | -0.2% | -5.0% | -5.1% |
| 30D | -19.7% | +0.7% | -20.5% | -19.9% |
| 3M | -31.7% | +40.8% | -72.5% | -37.7% |
| 6M | -37.5% | -8.0% | -29.5% | -36.8% |
| YTD | -51.6% | -8.7% | -42.9% | -51.0% |
| 1Y | -53.3% | -11.8% | -41.4% | -52.5% |
| 3Y | -12.2% | -24.0% | +11.8% | -10.5% |
| 5Y | -31.3% | -60.3% | +29.0% | -18.8% |
| All | -39.1% | -71.1% | +32.0% | -25.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling