-45.9%
JOBY vs RBA
+45.7%
-91.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.9% | -5.8% | -5.4% |
| 7D | -14.3% | +1.7% | -16.1% | -15.2% |
| 30D | +10.2% | +8.3% | +1.8% | +4.6% |
| 3M | -38.5% | +10.5% | -49.0% | -42.7% |
| 6M | -54.1% | -5.9% | -48.2% | -53.6% |
| YTD | -61.5% | -6.9% | -54.6% | -61.3% |
| 1Y | -65.7% | -4.9% | -60.8% | -66.0% |
| 3Y | -7.0% | +64.5% | -71.4% | -35.8% |
| All | -45.9% | +45.7% | -91.6% | -59.6% |
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