-8.5%
BX vs SHAK
-21.2%
+12.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.8% | +2.4% | +5.6% |
| 7D | +8.3% | +8.3% | 0.0% | +6.8% |
| 30D | +13.5% | +16.7% | -3.2% | +10.5% |
| 3M | -7.6% | +10.0% | -17.6% | -9.3% |
| 6M | +4.0% | -23.8% | +27.8% | +7.0% |
| YTD | -15.2% | -10.3% | -4.9% | -14.2% |
| 1Y | -8.5% | -22.9% | +14.4% | -2.9% |
| All | -8.5% | -21.2% | +12.8% | -2.9% |
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