-37.6%
RKT vs JOBY
-52.0%
+14.4%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.3% | -0.4% |
| 7D | -6.3% | -5.2% | -1.1% | -5.1% |
| 30D | -6.2% | -19.7% | +13.5% | -1.1% |
| 3M | -1.9% | -31.7% | +29.9% | +7.0% |
| 6M | -13.0% | -37.5% | +24.5% | -4.4% |
| YTD | -31.9% | -51.6% | +19.7% | -22.6% |
| 1Y | -37.6% | -53.3% | +15.7% | -25.5% |
| All | -37.6% | -52.0% | +14.4% | -25.5% |
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 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