+98.6%
RSP vs JOBY
-41.4%
+140.0%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.7% |
| 7D | -1.9% | -5.2% | +3.3% | -1.5% |
| 30D | -2.8% | -19.7% | +16.9% | -1.1% |
| 3M | +2.8% | -31.7% | +34.6% | +5.7% |
| 6M | +10.2% | -37.5% | +47.7% | +13.5% |
| YTD | +13.1% | -51.6% | +64.7% | +18.5% |
| 1Y | +14.8% | -53.3% | +68.1% | +19.7% |
| 3Y | +52.6% | -12.2% | +64.8% | +43.5% |
| 5Y | +51.6% | -31.3% | +82.9% | +35.6% |
| All | +98.6% | -41.4% | +140.0% | +76.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling