+50.5%
RSP vs JOBY
-32.4%
+82.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.1% | +5.2% | -0.4% |
| 7D | -1.8% | -5.9% | +4.1% | -1.3% |
| 30D | -2.5% | -27.1% | +24.6% | +0.1% |
| 3M | +3.0% | -30.7% | +33.7% | +5.9% |
| 6M | +8.9% | -36.1% | +45.0% | +12.1% |
| YTD | +13.0% | -51.4% | +64.3% | +18.6% |
| 1Y | +16.2% | -52.2% | +68.4% | +21.2% |
| 3Y | +52.7% | -12.1% | +64.7% | +42.7% |
| 5Y | +50.5% | -31.1% | +81.6% | +32.1% |
| All | +50.5% | -32.4% | +82.9% | +32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling