+48.5%
AMZN vs SHAK
-22.8%
+71.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.2% | -1.2% | +1.0% |
| 7D | -0.7% | -8.3% | +7.6% | +1.7% |
| 30D | -3.9% | -12.6% | +8.7% | -0.3% |
| 3M | +6.3% | +9.1% | -2.8% | +2.6% |
| 6M | +20.8% | -31.2% | +52.0% | +30.3% |
| YTD | +11.2% | -21.6% | +32.8% | +14.2% |
| 1Y | +11.7% | -38.8% | +50.4% | +23.6% |
| 3Y | +79.4% | +0.6% | +78.8% | +52.6% |
| All | +48.5% | -22.8% | +71.3% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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