+54.2%
RGTI vs JOBY
-36.7%
+91.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.5% | -0.1% |
| 7D | +0.5% | -5.2% | +5.7% | +3.8% |
| 30D | -17.1% | -19.7% | +2.6% | -4.9% |
| 3M | -26.0% | -31.7% | +5.7% | -5.7% |
| 6M | -9.9% | -37.5% | +27.7% | +22.4% |
| YTD | -31.1% | -51.6% | +20.5% | +9.7% |
| 1Y | -8.5% | -53.3% | +44.8% | +52.8% |
| 3Y | +652.2% | -12.2% | +664.4% | +818.8% |
| 5Y | +56.8% | -31.3% | +88.1% | +66.9% |
| All | +54.2% | -36.7% | +91.0% | +63.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling