+884.6%
ASX vs SHAK
+47.7%
+836.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -0.7% | -0.7% | 0.0% | -0.6% |
| 30D | +2.0% | -6.6% | +8.6% | +3.2% |
| 3M | -1.3% | +30.1% | -31.4% | -6.8% |
| 6M | +71.4% | -28.7% | +100.2% | +79.1% |
| YTD | +135.3% | -14.5% | +149.8% | +136.5% |
| 1Y | +267.5% | -31.9% | +299.4% | +284.1% |
| 3Y | +388.5% | -1.0% | +389.4% | +362.5% |
| 5Y | +417.1% | -18.7% | +435.8% | +385.9% |
| 10Y | +872.7% | +98.1% | +774.6% | +678.5% |
| All | +884.6% | +47.7% | +836.9% | +692.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling