-39.1%
JOBY vs RVTY
-7.7%
-31.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.8% | -1.5% | -0.2% |
| 7D | -5.2% | -4.5% | -0.7% | -2.9% |
| 30D | -19.7% | +5.5% | -25.2% | -22.0% |
| 3M | -31.7% | +22.5% | -54.3% | -39.6% |
| 6M | -37.5% | +38.9% | -76.4% | -48.3% |
| YTD | -51.6% | +28.7% | -80.3% | -58.4% |
| 1Y | -53.3% | +45.5% | -98.8% | -62.5% |
| 3Y | -12.2% | +16.4% | -28.6% | -22.8% |
| 5Y | -31.3% | -32.7% | +1.5% | -30.1% |
| All | -39.1% | -7.7% | -31.4% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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