-39.1%
JOBY vs MCK
+407.2%
-446.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | -5.2% | -2.9% | -2.3% | -5.6% |
| 30D | -19.7% | +0.4% | -20.1% | -19.6% |
| 3M | -31.7% | +12.1% | -43.8% | -30.2% |
| 6M | -37.5% | -5.4% | -32.1% | -36.4% |
| YTD | -51.6% | +7.8% | -59.4% | -50.2% |
| 1Y | -53.3% | +22.9% | -76.2% | -51.9% |
| 3Y | -12.2% | +110.7% | -123.0% | -13.0% |
| 5Y | -31.3% | +346.2% | -377.5% | -44.1% |
| All | -39.1% | +407.2% | -446.3% | -52.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling