-12.2%
JOBY vs RRX
+5.4%
-17.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.7% | -2.4% | -0.6% |
| 7D | -5.2% | -0.3% | -4.8% | -5.0% |
| 30D | -19.7% | -6.1% | -13.6% | -17.2% |
| 3M | -31.7% | -23.1% | -8.7% | -23.1% |
| 6M | -37.5% | -19.5% | -18.0% | -31.7% |
| YTD | -51.6% | +16.1% | -67.7% | -57.6% |
| 1Y | -53.3% | +12.9% | -66.2% | -58.6% |
| 3Y | -12.2% | +7.9% | -20.2% | -9.8% |
| All | -12.2% | +5.4% | -17.6% | -9.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling