+247.4%
RTX vs JOBY
-41.4%
+288.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.3% |
| 7D | -1.5% | -5.2% | +3.6% | -1.3% |
| 30D | -11.0% | -19.7% | +8.8% | -9.9% |
| 3M | +7.7% | -31.7% | +39.4% | +9.7% |
| 6M | -3.9% | -37.5% | +33.6% | -2.0% |
| YTD | +9.0% | -51.6% | +60.5% | +12.4% |
| 1Y | +27.3% | -53.3% | +80.5% | +30.9% |
| 3Y | +172.9% | -12.2% | +185.1% | +163.3% |
| 5Y | +165.2% | -31.3% | +196.5% | +150.5% |
| All | +247.4% | -41.4% | +288.7% | +220.2% |
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