-13.3%
JOBY vs RGEN
+1.9%
-15.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.6% |
| 7D | -8.2% | -2.9% | -5.2% | -7.0% |
| 30D | -25.1% | -0.1% | -25.0% | -25.2% |
| 3M | -28.8% | +25.9% | -54.7% | -36.3% |
| 6M | -36.1% | +35.2% | -71.3% | -45.2% |
| YTD | -52.2% | +0.5% | -52.7% | -53.1% |
| 1Y | -52.4% | +37.0% | -89.4% | -59.6% |
| All | -13.3% | +1.9% | -15.2% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 3y: compounded portfolio wealth divided by compounded RGEN 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…
3y analysis · Full analysis span regression · 6 months rolling