-11.8%
JOBY vs ACWI
+75.1%
-87.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.5% | -4.7% |
| 7D | -5.9% | 0.0% | -5.9% | -5.8% |
| 30D | -27.1% | -0.6% | -26.5% | -26.0% |
| 3M | -30.7% | +4.3% | -35.0% | -36.4% |
| 6M | -36.1% | +12.7% | -48.7% | -49.5% |
| YTD | -51.4% | +13.9% | -65.3% | -62.2% |
| 1Y | -52.2% | +20.5% | -72.7% | -66.6% |
| All | -11.8% | +75.1% | -87.0% | -75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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