-51.6%
JOBY vs ACWI
+97.7%
-149.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.3% | -4.6% | -4.3% |
| 7D | -14.3% | +2.4% | -16.8% | -18.4% |
| 30D | +10.2% | -1.7% | +11.9% | +13.4% |
| 3M | -38.5% | -3.9% | -34.6% | -33.4% |
| 6M | -54.1% | +0.8% | -54.9% | -54.0% |
| YTD | -61.5% | +11.0% | -72.6% | -67.7% |
| 1Y | -65.7% | +13.1% | -78.7% | -72.1% |
| 3Y | -7.0% | +73.9% | -80.8% | -65.1% |
| 5Y | -44.2% | +59.0% | -103.2% | -73.3% |
| All | -51.6% | +97.7% | -149.3% | -81.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling