-39.9%
JOBY vs RCAT
+724.5%
-764.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.6% |
| 7D | -8.2% | -5.4% | -2.8% | -7.5% |
| 30D | -25.1% | -24.2% | -0.9% | -22.7% |
| 3M | -28.8% | -25.8% | -2.9% | -26.5% |
| 6M | -36.1% | -44.9% | +8.8% | -32.7% |
| YTD | -52.2% | +1.9% | -54.1% | -53.0% |
| 1Y | -52.4% | -5.2% | -47.2% | -53.0% |
| 3Y | -13.6% | +759.6% | -773.1% | -28.2% |
| 5Y | -32.2% | +187.5% | -219.7% | -42.6% |
| All | -39.9% | +724.5% | -764.4% | -51.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling