+547.3%
RKLB vs JOBY
-43.6%
+590.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -6.1% | +1.9% | -1.5% |
| 7D | 0.0% | -5.9% | +5.8% | +2.7% |
| 30D | -21.2% | -27.1% | +5.9% | -9.5% |
| 3M | -41.7% | -30.7% | -11.0% | -31.1% |
| 6M | -11.8% | -36.1% | +24.3% | +8.6% |
| YTD | -9.6% | -51.4% | +41.8% | +24.5% |
| 1Y | +34.1% | -52.2% | +86.3% | +85.7% |
| 3Y | +917.3% | -12.1% | +929.3% | +904.4% |
| 5Y | +204.4% | -31.1% | +235.5% | +167.0% |
| All | +547.3% | -43.6% | +590.9% | +470.2% |
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 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