-34.7%
JOBY vs SWK
-23.3%
-11.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.8% | +1.4% | +2.5% |
| 7D | +28.5% | +10.7% | +17.8% | +20.3% |
| 30D | +13.6% | +33.3% | -19.7% | -5.2% |
| 3M | -28.5% | +14.7% | -43.1% | -34.7% |
| 6M | -43.1% | +48.5% | -91.7% | -56.0% |
| YTD | -53.2% | +63.9% | -117.1% | -66.2% |
| 1Y | -58.5% | +80.4% | -138.9% | -71.8% |
| 3Y | +16.6% | +58.1% | -41.5% | -16.4% |
| 5Y | -34.7% | -24.5% | -10.2% | -41.1% |
| All | -34.7% | -23.3% | -11.4% | -41.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling