-10.4%
RKT vs JOBY
-67.8%
+57.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +4.1% | +4.6% | +7.2% |
| 7D | +29.7% | -0.6% | +30.3% | +29.9% |
| 30D | +28.5% | -12.6% | +41.1% | +34.2% |
| 3M | +6.4% | -36.6% | +43.0% | +23.3% |
| 6M | +7.1% | -43.0% | +50.1% | +26.5% |
| YTD | -22.5% | -61.7% | +39.3% | +4.0% |
| 1Y | -10.4% | -65.8% | +55.3% | +24.1% |
| All | -10.4% | -67.8% | +57.4% | +24.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling