+13.9%
RSP vs JOBY
-52.6%
+66.4%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.6% |
| 7D | -3.1% | -8.2% | +5.0% | -2.6% |
| 30D | -3.4% | -25.1% | +21.7% | -1.7% |
| 3M | +3.6% | -28.8% | +32.4% | +5.6% |
| 6M | +9.0% | -36.1% | +45.1% | +11.3% |
| YTD | +12.2% | -52.2% | +64.4% | +16.2% |
| All | +13.9% | -52.6% | +66.4% | +18.8% |
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