-12.2%
JOBY vs ACHR
-19.6%
+7.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | -0.3% |
| 7D | -5.2% | -2.3% | -2.9% | -3.7% |
| 30D | -19.7% | -11.3% | -8.4% | -13.5% |
| 3M | -31.7% | +5.3% | -37.0% | -36.2% |
| 6M | -37.5% | -13.2% | -24.3% | -32.6% |
| YTD | -51.6% | -25.8% | -25.8% | -42.0% |
| 1Y | -53.3% | -34.3% | -19.0% | -40.1% |
| 3Y | -12.2% | -19.9% | +7.7% | -18.3% |
| All | -12.2% | -19.6% | +7.4% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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