-39.1%
JOBY vs RRC
+581.2%
-620.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.5% |
| 7D | -5.2% | -1.8% | -3.4% | -4.9% |
| 30D | -19.7% | +2.7% | -22.4% | -20.1% |
| 3M | -31.7% | +8.8% | -40.6% | -33.0% |
| 6M | -37.5% | -1.2% | -36.4% | -37.9% |
| YTD | -51.6% | +17.6% | -69.2% | -53.7% |
| 1Y | -53.3% | +18.4% | -71.7% | -55.6% |
| 3Y | -12.2% | +33.1% | -45.3% | -18.9% |
| 5Y | -31.3% | +148.2% | -179.5% | -41.2% |
| All | -39.1% | +581.2% | -620.3% | -51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling