+97.3%
BRKR vs SHAK
-34.0%
+131.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.7% | -1.6% |
| 7D | +2.5% | -0.7% | +3.2% | +2.6% |
| 30D | +11.5% | -6.6% | +18.1% | +12.9% |
| 3M | -2.4% | +30.1% | -32.4% | -7.8% |
| 6M | +52.3% | -28.7% | +81.1% | +60.4% |
| YTD | +24.5% | -14.5% | +39.0% | +23.5% |
| 1Y | +97.3% | -31.9% | +129.2% | +115.5% |
| All | +97.3% | -34.0% | +131.4% | +115.5% |
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 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