-48.5%
JOBY vs RMD
-14.6%
-33.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | -3.4% | -5.0% | +1.5% | -2.6% |
| 30D | -13.6% | +2.2% | -15.8% | -14.0% |
| 3M | -39.5% | +17.8% | -57.3% | -42.1% |
| 6M | -31.9% | -11.3% | -20.5% | -24.1% |
| YTD | -48.9% | -4.4% | -44.5% | -46.0% |
| 1Y | -48.5% | -15.7% | -32.8% | -35.5% |
| All | -48.5% | -14.6% | -33.9% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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