-49.1%
JOBY vs SWK
+24.6%
-73.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.8% | +4.3% | +3.0% |
| 7D | +2.2% | +0.1% | +2.1% | +2.1% |
| 30D | -20.8% | -8.9% | -11.9% | -16.9% |
| 3M | -29.5% | +20.5% | -50.0% | -36.5% |
| 6M | -28.4% | +27.1% | -55.5% | -36.9% |
| YTD | -48.2% | +30.2% | -78.4% | -55.1% |
| 1Y | -49.1% | +24.8% | -73.8% | -57.9% |
| All | -49.1% | +24.6% | -73.7% | -57.9% |
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