-47.7%
JOBY vs RDW
-0.7%
-47.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -13.1% |
| 3M | -31.7% | -37.9% | +6.1% | -21.1% |
| 6M | -37.5% | +12.3% | -49.8% | -44.6% |
| YTD | -51.6% | +39.7% | -91.3% | -61.8% |
| 1Y | -53.3% | +25.7% | -79.0% | -62.5% |
| 3Y | -12.2% | +230.8% | -243.1% | -55.7% |
| 5Y | -31.3% | -8.8% | -22.5% | -61.1% |
| All | -47.7% | -0.7% | -47.0% | -68.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling