+256.3%
ASX vs SHAK
-37.3%
+293.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.1% | -1.2% | -3.1% |
| 7D | +6.5% | -11.0% | +17.5% | +7.5% |
| 30D | +3.1% | -14.0% | +17.2% | +4.4% |
| 3M | +17.4% | +13.3% | +4.1% | +14.4% |
| 6M | +85.4% | -35.3% | +120.8% | +98.0% |
| YTD | +150.1% | -24.0% | +174.1% | +157.8% |
| 1Y | +256.3% | -36.7% | +293.0% | +277.1% |
| All | +256.3% | -37.3% | +293.5% | +277.1% |
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 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