-39.1%
JOBY vs RCAT
+712.2%
-751.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.4% |
| 7D | -5.2% | -4.9% | -0.3% | -4.6% |
| 30D | -19.7% | -22.9% | +3.1% | -17.4% |
| 3M | -31.7% | -33.7% | +2.0% | -28.7% |
| 6M | -37.5% | -50.7% | +13.2% | -33.3% |
| YTD | -51.6% | +0.4% | -52.0% | -52.3% |
| 1Y | -53.3% | -27.6% | -25.7% | -52.7% |
| 3Y | -12.2% | +753.2% | -765.4% | -27.0% |
| 5Y | -31.3% | +183.3% | -214.6% | -41.8% |
| All | -39.1% | +712.2% | -751.4% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded RCAT 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling