-38.9%
JOBY vs RMD
+5.6%
-44.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.5% | -5.6% | -5.9% |
| 7D | -5.9% | -4.7% | -1.1% | -3.8% |
| 30D | -27.1% | +0.2% | -27.4% | -27.4% |
| 3M | -30.7% | +12.0% | -42.7% | -35.3% |
| 6M | -36.1% | -12.5% | -23.5% | -32.6% |
| YTD | -51.4% | -7.9% | -43.4% | -50.2% |
| 1Y | -52.2% | -20.4% | -31.8% | -47.3% |
| 3Y | -12.1% | +53.1% | -65.2% | -32.6% |
| 5Y | -31.1% | -22.1% | -9.0% | -34.7% |
| All | -38.9% | +5.6% | -44.5% | -44.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling