+171.6%
BKR vs SHAK
-22.8%
+194.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.2% | -3.7% | -1.0% |
| 7D | -7.0% | -8.3% | +1.3% | -6.0% |
| 30D | -8.1% | -12.6% | +4.5% | -6.6% |
| 3M | -6.6% | +9.1% | -15.7% | -8.1% |
| 6M | +0.9% | -31.2% | +32.1% | +4.7% |
| YTD | +31.1% | -21.6% | +52.7% | +33.2% |
| 1Y | +27.7% | -38.8% | +66.5% | +34.0% |
| 3Y | +71.2% | +0.6% | +70.6% | +65.9% |
| All | +171.6% | -22.8% | +194.4% | +158.7% |
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