-34.9%
JOBY vs ACI
+23.8%
-58.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.3% | +4.8% | +1.4% |
| 7D | +2.2% | -2.6% | +4.8% | +2.1% |
| 30D | -20.8% | +1.1% | -21.9% | -20.8% |
| 3M | -29.5% | -23.6% | -5.8% | -30.1% |
| 6M | -28.4% | -29.9% | +1.6% | -29.1% |
| YTD | -48.2% | -26.9% | -21.3% | -48.7% |
| 1Y | -49.1% | -34.2% | -14.8% | -49.8% |
| 3Y | -6.3% | -43.6% | +37.3% | -8.7% |
| 5Y | -27.2% | -42.4% | +15.2% | -29.1% |
| All | -34.9% | +23.8% | -58.7% | -26.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling