-65.8%
JOBY vs RRX
+30.0%
-95.8%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.6% | +7.8% | +5.5% |
| 7D | -0.6% | +7.6% | -8.2% | -3.7% |
| 30D | -12.6% | +7.5% | -20.1% | -15.5% |
| 3M | -36.6% | -21.0% | -15.6% | -31.3% |
| 6M | -43.0% | -18.1% | -24.9% | -39.1% |
| YTD | -61.7% | +24.3% | -86.0% | -64.5% |
| 1Y | -65.8% | +29.3% | -95.1% | -68.5% |
| All | -65.8% | +30.0% | -95.8% | -68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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