-43.6%
JOBY vs RY
+223.3%
-266.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.9% |
| 7D | +22.1% | -0.6% | +22.6% | +22.3% |
| 30D | +8.8% | +6.1% | +2.7% | +1.0% |
| 3M | -32.8% | -3.4% | -29.4% | -30.6% |
| 6M | -45.5% | +12.8% | -58.3% | -53.4% |
| YTD | -55.2% | +21.0% | -76.2% | -64.5% |
| 1Y | -62.5% | +40.5% | -102.9% | -75.0% |
| 3Y | +14.1% | +159.9% | -145.8% | -61.1% |
| 5Y | -35.9% | +125.0% | -160.9% | -74.0% |
| All | -43.6% | +223.3% | -266.9% | -81.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling