-13.3%
JOBY vs RMD
+50.8%
-64.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.6% |
| 7D | -8.2% | -4.2% | -4.0% | -6.6% |
| 30D | -25.1% | -2.1% | -23.0% | -24.5% |
| 3M | -28.8% | +13.8% | -42.5% | -33.6% |
| 6M | -36.1% | -10.6% | -25.5% | -33.1% |
| YTD | -52.2% | -8.1% | -44.1% | -50.8% |
| 1Y | -52.4% | -18.0% | -34.5% | -48.1% |
| All | -13.3% | +50.8% | -64.1% | -33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling