+1,349.6%
AMZN vs SHAK
+43.4%
+1,306.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | 0.0% |
| 7D | +0.8% | -0.3% | +1.1% | +0.9% |
| 30D | -6.4% | -5.2% | -1.1% | -5.5% |
| 3M | +4.8% | +27.3% | -22.5% | -0.6% |
| 6M | +20.5% | -27.9% | +48.4% | +25.8% |
| YTD | +11.3% | -17.0% | +28.3% | +12.6% |
| 1Y | +9.0% | -30.9% | +39.9% | +13.9% |
| 3Y | +85.9% | +3.4% | +82.5% | +73.7% |
| 5Y | +45.8% | -20.5% | +66.3% | +37.1% |
| 10Y | +555.5% | +88.3% | +467.2% | +416.7% |
| All | +1,349.6% | +43.4% | +1,306.2% | +1,042.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling