-31.1%
JOBY vs RBA
+39.8%
-70.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.7% | -5.5% | -5.7% |
| 7D | -5.9% | -1.9% | -4.0% | -4.8% |
| 30D | -27.1% | -13.0% | -14.2% | -20.7% |
| 3M | -30.7% | -23.1% | -7.6% | -20.1% |
| 6M | -36.1% | -22.6% | -13.5% | -26.8% |
| YTD | -51.4% | -20.4% | -31.0% | -45.8% |
| 1Y | -52.2% | -29.6% | -22.6% | -42.1% |
| 3Y | -12.1% | +26.6% | -38.6% | -27.6% |
| 5Y | -31.1% | +38.2% | -69.3% | -44.7% |
| All | -31.1% | +39.8% | -70.9% | -44.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling