-27.2%
JOBY vs ACGL
+158.6%
-185.8%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +1.9% |
| 7D | +2.2% | -2.9% | +5.2% | +2.7% |
| 30D | -20.8% | -2.8% | -18.0% | -20.5% |
| 3M | -29.5% | +6.8% | -36.3% | -30.8% |
| 6M | -28.4% | -1.5% | -26.8% | -28.6% |
| YTD | -48.2% | -0.2% | -48.0% | -48.8% |
| 1Y | -49.1% | +5.3% | -54.4% | -50.5% |
| 3Y | -6.3% | +30.3% | -36.6% | -19.5% |
| 5Y | -27.2% | +151.8% | -179.1% | -57.2% |
| All | -27.2% | +158.6% | -185.8% | -57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling