+479.4%
ASX vs SHAK
-25.9%
+505.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.5% | +10.1% | +5.0% |
| 7D | +11.1% | -7.2% | +18.3% | +12.8% |
| 30D | +9.6% | -11.8% | +21.4% | +12.6% |
| 3M | +18.6% | +17.2% | +1.5% | +12.7% |
| 6M | +92.1% | -34.1% | +126.3% | +107.0% |
| YTD | +158.5% | -22.4% | +180.8% | +165.2% |
| 1Y | +271.9% | -35.9% | +307.8% | +299.5% |
| 3Y | +465.2% | -3.4% | +468.6% | +413.9% |
| 5Y | +479.4% | -25.4% | +504.8% | +415.3% |
| All | +479.4% | -25.9% | +505.3% | +415.3% |
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