+942.2%
RKLB vs JOBY
-13.5%
+955.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +0.9% |
| 7D | -2.0% | -5.2% | +3.2% | +0.9% |
| 30D | -22.4% | -19.7% | -2.7% | -12.6% |
| 3M | -45.2% | -31.7% | -13.4% | -32.4% |
| 6M | -12.5% | -37.5% | +25.0% | +13.4% |
| YTD | -9.8% | -51.6% | +41.8% | +32.3% |
| 1Y | +30.0% | -53.3% | +83.3% | +92.8% |
| 3Y | +942.2% | -12.2% | +954.4% | +913.2% |
| All | +942.2% | -13.5% | +955.8% | +913.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling