-25.5%
RKT vs JOBY
-41.1%
+15.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.1% | +3.4% | -1.6% |
| 7D | -1.0% | -5.9% | +4.9% | +0.2% |
| 30D | -2.4% | -27.1% | +24.7% | +3.6% |
| 3M | +1.9% | -30.7% | +32.6% | +8.7% |
| 6M | -13.9% | -36.1% | +22.2% | -7.4% |
| YTD | -30.6% | -51.4% | +20.7% | -22.1% |
| 1Y | -34.4% | -52.2% | +17.8% | -27.3% |
| 3Y | +38.2% | -12.1% | +50.2% | +24.7% |
| 5Y | -9.7% | -31.1% | +21.5% | -28.3% |
| All | -25.5% | -41.1% | +15.6% | -42.3% |
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