-32.2%
JOBY vs ACI
-44.6%
+12.4%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -1.7% |
| 7D | -8.2% | -7.1% | -1.1% | -8.0% |
| 30D | -25.1% | -4.5% | -20.6% | -25.0% |
| 3M | -28.8% | -22.3% | -6.5% | -28.5% |
| 6M | -36.1% | -28.4% | -7.7% | -35.6% |
| YTD | -52.2% | -29.5% | -22.7% | -51.8% |
| 1Y | -52.4% | -34.2% | -18.2% | -51.9% |
| 3Y | -13.6% | -45.7% | +32.1% | -12.7% |
| 5Y | -32.2% | -40.8% | +8.6% | -33.5% |
| All | -32.2% | -44.6% | +12.4% | -33.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling