+56.8%
RGTI vs JOBY
-32.0%
+88.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.5% | -0.1% |
| 7D | +0.5% | -5.2% | +5.7% | +4.1% |
| 30D | -17.1% | -19.7% | +2.6% | -3.7% |
| 3M | -26.0% | -31.7% | +5.7% | -3.7% |
| 6M | -9.9% | -37.5% | +27.7% | +25.4% |
| YTD | -31.1% | -51.6% | +20.5% | +14.1% |
| 1Y | -8.5% | -53.3% | +44.8% | +59.1% |
| 3Y | +652.2% | -12.2% | +664.4% | +804.9% |
| All | +56.8% | -32.0% | +88.8% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY 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 JOBY 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