-28.0%
JOBY vs RSG
+89.9%
-117.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.2% |
| 7D | -5.2% | 0.0% | -5.2% | -5.2% |
| 30D | -19.7% | +4.0% | -23.7% | -20.0% |
| 3M | -31.7% | +7.4% | -39.1% | -32.5% |
| 6M | -37.5% | +0.1% | -37.6% | -37.2% |
| YTD | -51.6% | +6.0% | -57.6% | -52.2% |
| 1Y | -53.3% | -3.0% | -50.3% | -52.6% |
| 3Y | -12.2% | +56.5% | -68.7% | -29.2% |
| All | -28.0% | +89.9% | -117.9% | -47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 5y: compounded portfolio wealth divided by compounded RSG 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…
5y analysis · Full analysis span regression · 6 months rolling