-39.1%
JOBY vs RVMD
+503.2%
-542.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | -5.2% | -3.0% | -2.2% | -4.3% |
| 30D | -19.7% | -0.7% | -19.0% | -19.7% |
| 3M | -31.7% | +36.5% | -68.3% | -38.1% |
| 6M | -37.5% | +104.6% | -142.1% | -51.1% |
| YTD | -51.6% | +155.8% | -207.4% | -65.6% |
| 1Y | -53.3% | +340.7% | -394.0% | -72.6% |
| 3Y | -12.2% | +519.9% | -532.2% | -57.2% |
| 5Y | -31.3% | +584.9% | -616.2% | -71.5% |
| All | -39.1% | +503.2% | -542.4% | -73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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