-28.0%
JOBY vs RGEN
-44.2%
+16.1%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.1% |
| 7D | -5.2% | -1.4% | -3.7% | -4.5% |
| 30D | -19.7% | -0.3% | -19.4% | -19.7% |
| 3M | -31.7% | +23.9% | -55.6% | -38.8% |
| 6M | -37.5% | +38.5% | -76.1% | -47.2% |
| YTD | -51.6% | +0.8% | -52.4% | -52.7% |
| 1Y | -53.3% | +38.2% | -91.5% | -60.8% |
| 3Y | -12.2% | +1.3% | -13.5% | -20.4% |
| All | -28.0% | -44.2% | +16.1% | -23.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling