-11.8%
JOBY vs ACI
-45.1%
+33.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.4% | -3.8% | -6.1% |
| 7D | -5.9% | -5.0% | -0.8% | -5.8% |
| 30D | -27.1% | -2.3% | -24.8% | -27.1% |
| 3M | -30.7% | -23.2% | -7.6% | -30.7% |
| 6M | -36.1% | -29.5% | -6.6% | -35.7% |
| YTD | -51.4% | -28.6% | -22.8% | -51.2% |
| 1Y | -52.2% | -34.0% | -18.1% | -51.9% |
| All | -11.8% | -45.1% | +33.3% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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