-27.2%
JOBY vs SWKS
-52.0%
+24.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.4% | +0.4% |
| 7D | +2.2% | +11.8% | -9.6% | -4.4% |
| 30D | -20.8% | +6.7% | -27.6% | -24.1% |
| 3M | -29.5% | 0.0% | -29.5% | -29.8% |
| 6M | -28.4% | +38.7% | -67.1% | -43.1% |
| YTD | -48.2% | +21.4% | -69.5% | -55.9% |
| 1Y | -49.1% | +2.9% | -52.0% | -52.2% |
| 3Y | -6.3% | -16.4% | +10.1% | -7.0% |
| 5Y | -27.2% | -51.2% | +23.9% | +4.7% |
| All | -27.2% | -52.0% | +24.7% | +4.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling