-39.9%
JOBY vs RBA
+15.4%
-55.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.2% |
| 7D | -8.2% | -3.3% | -4.9% | -6.4% |
| 30D | -25.1% | -9.8% | -15.3% | -20.5% |
| 3M | -28.8% | -23.5% | -5.3% | -18.3% |
| 6M | -36.1% | -21.5% | -14.6% | -28.1% |
| YTD | -52.2% | -21.2% | -31.0% | -46.7% |
| 1Y | -52.4% | -30.2% | -22.2% | -42.8% |
| 3Y | -13.6% | +25.3% | -38.9% | -26.6% |
| 5Y | -32.2% | +35.1% | -67.3% | -46.1% |
| All | -39.9% | +15.4% | -55.3% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling