-28.4%
SYK vs JOBY
-52.0%
+23.6%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.8% | +2.1% |
| 7D | -9.1% | -5.2% | -3.9% | -9.3% |
| 30D | -20.6% | -19.7% | -0.9% | -21.5% |
| 3M | -9.6% | -31.7% | +22.1% | -10.9% |
| 6M | -19.9% | -37.5% | +17.7% | -21.3% |
| YTD | -21.2% | -51.6% | +30.4% | -22.5% |
| 1Y | -28.4% | -53.3% | +24.9% | -29.3% |
| All | -28.4% | -52.0% | +23.6% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY 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 JOBY 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