+7.7%
JOBY vs ACGL
+33.2%
-25.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +16.4% | -1.4% | +17.8% | +16.2% |
| 30D | +14.4% | +12.4% | +2.0% | +17.2% |
| 3M | -30.2% | +11.1% | -41.3% | -28.5% |
| 6M | -45.3% | +16.3% | -61.6% | -43.4% |
| YTD | -55.5% | +13.8% | -69.3% | -54.0% |
| 1Y | -64.0% | +20.4% | -84.5% | -62.9% |
| All | +7.7% | +33.2% | -25.6% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 3y: compounded portfolio wealth divided by compounded ACGL 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…
3y analysis · Full analysis span regression · 6 months rolling