+146.5%
ASX vs SHAK
-21.2%
+167.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.8% | -7.8% | -4.2% |
| 7D | -14.6% | +8.3% | -22.9% | -15.0% |
| 30D | -21.1% | +16.7% | -37.8% | -21.8% |
| 3M | -3.1% | +10.0% | -13.0% | -3.8% |
| 6M | +17.4% | -23.8% | +41.2% | +24.0% |
| YTD | +135.3% | -10.3% | +145.6% | +141.5% |
| 1Y | +146.5% | -22.9% | +169.4% | +167.6% |
| All | +146.5% | -21.2% | +167.7% | +167.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling