-65.7%
JOBY vs RY
+38.8%
-104.4%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.2% | -4.7% | -4.7% |
| 7D | -14.3% | +0.6% | -14.9% | -14.7% |
| 30D | +10.2% | +5.0% | +5.2% | +3.4% |
| 3M | -38.5% | -5.3% | -33.2% | -34.6% |
| 6M | -54.1% | +13.8% | -67.9% | -62.7% |
| YTD | -61.5% | +21.0% | -82.5% | -71.6% |
| 1Y | -65.7% | +40.5% | -106.2% | -82.6% |
| All | -65.7% | +38.8% | -104.4% | -82.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 1y: compounded portfolio wealth divided by compounded RY 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…
1y analysis · Full analysis span regression · 6 months rolling