+445.9%
ASX vs SHAK
+1.3%
+444.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.9% | +9.0% | +6.6% |
| 7D | +6.3% | -0.3% | +6.6% | +6.3% |
| 30D | +6.4% | -5.2% | +11.7% | +7.4% |
| 3M | +13.1% | +27.3% | -14.1% | +6.7% |
| 6M | +90.3% | -27.9% | +118.2% | +100.4% |
| YTD | +149.6% | -17.0% | +166.6% | +152.9% |
| 1Y | +249.2% | -30.9% | +280.1% | +268.2% |
| 3Y | +445.9% | +3.4% | +442.5% | +417.5% |
| All | +445.9% | +1.3% | +444.6% | +417.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling