+308.8%
RKLB vs JOBY
-32.0%
+340.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.0% |
| 7D | -2.0% | -5.2% | +3.2% | +0.6% |
| 30D | -22.4% | -19.7% | -2.7% | -13.7% |
| 3M | -45.2% | -31.7% | -13.4% | -33.8% |
| 6M | -12.5% | -37.5% | +25.0% | +10.7% |
| YTD | -9.8% | -51.6% | +41.8% | +28.2% |
| 1Y | +30.0% | -53.3% | +83.3% | +86.7% |
| 3Y | +942.2% | -12.2% | +954.4% | +905.3% |
| All | +308.8% | -32.0% | +340.8% | +249.4% |
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