-53.3%
JOBY vs RDW
+29.5%
-82.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.6% | +2.1% |
| 7D | -5.2% | +0.9% | -6.0% | -5.5% |
| 30D | -19.7% | -21.3% | +1.6% | -12.6% |
| 3M | -31.7% | -37.9% | +6.1% | -20.9% |
| 6M | -37.5% | +12.3% | -49.8% | -46.5% |
| YTD | -51.6% | +39.7% | -91.3% | -65.0% |
| 1Y | -53.3% | +25.7% | -79.0% | -64.9% |
| All | -53.3% | +29.5% | -82.8% | -64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 1y: compounded portfolio wealth divided by compounded RDW 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…
1y analysis · Full analysis span regression · 6 months rolling