-39.1%
JOBY vs RRX
+56.1%
-95.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.7% | -2.4% | -0.7% |
| 7D | -5.2% | -0.3% | -4.8% | -5.0% |
| 30D | -19.7% | -6.1% | -13.6% | -17.0% |
| 3M | -31.7% | -23.1% | -8.7% | -22.6% |
| 6M | -37.5% | -19.5% | -18.0% | -31.5% |
| YTD | -51.6% | +16.1% | -67.7% | -57.8% |
| 1Y | -53.3% | +12.9% | -66.2% | -58.8% |
| 3Y | -12.2% | +7.9% | -20.2% | -22.5% |
| 5Y | -31.3% | +19.1% | -50.4% | -42.5% |
| All | -39.1% | +56.1% | -95.2% | -50.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling