-39.9%
JOBY vs MSCI
+34.5%
-74.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.5% | -1.0% |
| 7D | -8.2% | -4.7% | -3.4% | -5.5% |
| 30D | -25.1% | -2.2% | -22.9% | -24.3% |
| 3M | -28.8% | -9.7% | -19.1% | -25.6% |
| 6M | -36.1% | +0.3% | -36.4% | -37.9% |
| YTD | -52.2% | -3.5% | -48.7% | -52.6% |
| 1Y | -52.4% | -1.4% | -51.0% | -54.1% |
| 3Y | -13.6% | +6.6% | -20.1% | -22.9% |
| 5Y | -32.2% | -10.9% | -21.2% | -38.4% |
| All | -39.9% | +34.5% | -74.4% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MSCI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling