-62.5%
JOBY vs SWKS
+20.8%
-83.3%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.1% | -4.1% | -4.2% |
| 7D | +22.1% | -3.1% | +25.2% | +23.2% |
| 30D | +8.8% | +8.3% | +0.5% | +6.3% |
| 3M | -32.8% | +20.2% | -53.0% | -38.0% |
| 6M | -45.5% | +24.9% | -70.5% | -49.0% |
| YTD | -55.2% | +33.2% | -88.3% | -59.8% |
| 1Y | -62.5% | +23.6% | -86.0% | -63.7% |
| All | -62.5% | +20.8% | -83.3% | -63.7% |
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