+96.9%
AU vs SHAK
-34.0%
+131.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.5% | -2.4% |
| 7D | -3.6% | -0.7% | -2.9% | -3.5% |
| 30D | +23.9% | -6.6% | +30.5% | +25.8% |
| 3M | +19.1% | +30.1% | -11.0% | +13.7% |
| 6M | -0.2% | -28.7% | +28.6% | +4.3% |
| YTD | +32.5% | -14.5% | +47.0% | +33.9% |
| 1Y | +96.9% | -31.9% | +128.8% | +105.3% |
| All | +96.9% | -34.0% | +131.0% | +105.3% |
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 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