-16.1%
ACN vs JOBY
-41.4%
+25.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.3% | +2.1% | +3.3% |
| 7D | -1.5% | -5.2% | +3.7% | -1.1% |
| 30D | +2.1% | -19.7% | +21.8% | +3.8% |
| 3M | +11.1% | -31.7% | +42.8% | +13.8% |
| 6M | -6.8% | -37.5% | +30.7% | -4.5% |
| YTD | -30.0% | -51.6% | +21.5% | -26.9% |
| 1Y | -23.1% | -53.3% | +30.2% | -20.1% |
| 3Y | -40.4% | -12.2% | -28.2% | -44.8% |
| 5Y | -41.6% | -31.3% | -10.3% | -49.4% |
| All | -16.1% | -41.4% | +25.3% | -29.8% |
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 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