-48.5%
JOBY vs SWKS
+4.6%
-53.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.5% | -5.4% | -3.2% |
| 7D | -3.4% | +12.5% | -15.9% | -7.7% |
| 30D | -13.6% | +10.5% | -24.1% | -16.9% |
| 3M | -39.5% | -7.4% | -32.1% | -38.9% |
| 6M | -31.9% | +32.7% | -64.5% | -39.1% |
| YTD | -48.9% | +19.2% | -68.1% | -52.1% |
| 1Y | -48.5% | +2.4% | -50.9% | -48.4% |
| All | -48.5% | +4.6% | -53.2% | -48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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