-48.5%
JOBY vs RIO
+73.7%
-122.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.3% | -2.3% |
| 7D | -3.4% | 0.0% | -3.4% | -3.4% |
| 30D | -13.6% | +4.0% | -17.6% | -16.8% |
| 3M | -39.5% | +0.1% | -39.6% | -39.7% |
| 6M | -31.9% | +12.7% | -44.6% | -37.4% |
| YTD | -48.9% | +35.6% | -84.5% | -59.6% |
| 1Y | -48.5% | +73.7% | -122.2% | -63.2% |
| All | -48.5% | +73.7% | -122.3% | -63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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