-65.8%
JOBY vs SWK
+87.6%
-153.4%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +13.1% | -9.0% | -2.9% |
| 7D | -0.6% | +17.9% | -18.5% | -9.6% |
| 30D | -12.6% | +31.9% | -44.6% | -25.6% |
| 3M | -36.6% | +16.6% | -53.2% | -42.2% |
| 6M | -43.0% | +61.1% | -104.1% | -56.9% |
| YTD | -61.7% | +64.2% | -126.0% | -72.0% |
| 1Y | -65.8% | +85.2% | -151.0% | -76.7% |
| All | -65.8% | +87.6% | -153.4% | -76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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