+504.7%
ASX vs SHAK
-8.2%
+513.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.6% | +4.9% | +3.7% |
| 7D | -9.1% | +8.2% | -17.4% | -10.6% |
| 30D | -23.6% | +13.5% | -37.0% | -25.7% |
| 3M | -5.6% | +6.2% | -11.8% | -7.2% |
| 6M | +4.7% | +8.2% | -3.5% | +0.9% |
| YTD | +122.6% | -6.5% | +129.1% | +118.4% |
| 1Y | +133.0% | -19.2% | +152.2% | +137.5% |
| 3Y | +367.1% | +37.9% | +329.2% | +280.7% |
| 5Y | +504.7% | -9.5% | +514.2% | +391.6% |
| All | +504.7% | -8.2% | +513.0% | +391.6% |
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 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