-35.8%
JOBY vs RBA
+19.7%
-55.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.1% |
| 7D | -3.4% | -2.9% | -0.5% | -1.8% |
| 30D | -13.6% | -12.3% | -1.3% | -6.9% |
| 3M | -39.5% | -20.5% | -19.0% | -32.0% |
| 6M | -31.9% | -18.5% | -13.3% | -24.9% |
| YTD | -48.9% | -18.2% | -30.7% | -44.2% |
| 1Y | -48.5% | -27.5% | -21.0% | -39.5% |
| 3Y | -8.0% | +38.1% | -46.1% | -26.2% |
| 5Y | -33.7% | +44.8% | -78.5% | -49.0% |
| All | -35.8% | +19.7% | -55.5% | -50.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling