-65.8%
JOBY vs SWKS
+14.2%
-79.9%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.9% | +7.0% | +5.0% |
| 7D | -0.6% | -4.9% | +4.4% | +0.9% |
| 30D | -12.6% | -1.2% | -11.4% | -12.4% |
| 3M | -36.6% | +24.2% | -60.8% | -42.2% |
| 6M | -43.0% | +21.5% | -64.5% | -47.6% |
| YTD | -61.7% | +33.5% | -95.2% | -65.6% |
| 1Y | -65.8% | +18.9% | -84.7% | -65.9% |
| All | -65.8% | +14.2% | -79.9% | -65.9% |
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