-65.8%
JOBY vs RIO
+29.3%
-95.1%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.6% | +0.5% | +1.2% |
| 7D | -0.6% | -1.6% | +1.0% | +0.6% |
| 30D | -12.6% | -11.6% | -1.0% | -3.4% |
| 3M | -36.6% | -12.7% | -23.9% | -29.8% |
| 6M | -43.0% | -12.4% | -30.6% | -36.3% |
| YTD | -61.7% | +11.0% | -72.7% | -64.4% |
| 1Y | -65.8% | +30.8% | -96.6% | -75.6% |
| All | -65.8% | +29.3% | -95.1% | -75.6% |
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