-27.2%
JOBY vs RY
+140.3%
-167.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.2% | +2.4% |
| 7D | +2.2% | +2.7% | -0.5% | -1.1% |
| 30D | -20.8% | -1.0% | -19.8% | -20.1% |
| 3M | -29.5% | +7.6% | -37.1% | -35.9% |
| 6M | -28.4% | +29.5% | -57.8% | -47.9% |
| YTD | -48.2% | +24.2% | -72.4% | -60.4% |
| 1Y | -49.1% | +46.4% | -95.5% | -67.9% |
| 3Y | -6.3% | +159.4% | -165.7% | -69.2% |
| 5Y | -27.2% | +141.8% | -169.1% | -73.0% |
| All | -27.2% | +140.3% | -167.5% | -73.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling