+25.9%
BAC vs SHAK
-36.9%
+62.8%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | 0.0% |
| 7D | -0.3% | -11.0% | +10.7% | +0.9% |
| 30D | -1.8% | -14.0% | +12.3% | -0.4% |
| 3M | +15.3% | +13.3% | +2.0% | +13.2% |
| 6M | +30.2% | -35.3% | +65.5% | +36.0% |
| YTD | +15.6% | -24.0% | +39.6% | +18.5% |
| All | +25.9% | -36.9% | +62.8% | +32.0% |
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