-64.7%
JOBY vs MCK
+27.9%
-92.5%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.2% | +4.7% | +5.1% |
| 7D | +4.3% | +9.3% | -5.0% | +9.4% |
| 30D | -8.3% | +16.3% | -24.6% | -0.2% |
| 3M | -32.1% | +22.3% | -54.4% | -23.6% |
| 6M | -38.9% | +34.1% | -73.1% | -25.0% |
| YTD | -59.8% | +31.1% | -90.9% | -48.9% |
| 1Y | -64.7% | +27.5% | -92.1% | -55.2% |
| All | -64.7% | +27.9% | -92.5% | -55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 1y: compounded portfolio wealth divided by compounded MCK 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…
1y analysis · Full analysis span regression · 6 months rolling