+6.0%
CLSK vs JAAA
+26.5%
-20.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.1% | +6.7% | +6.7% |
| 7D | +7.7% | +0.1% | +7.6% | +7.6% |
| 30D | +12.2% | +0.5% | +11.7% | +11.3% |
| 3M | -15.5% | +1.3% | -16.7% | -17.2% |
| 6M | +39.3% | +2.8% | +36.6% | +33.4% |
| YTD | +35.1% | +3.3% | +31.8% | +29.0% |
| 1Y | +34.0% | +4.9% | +29.1% | +26.2% |
| 3Y | +226.3% | +19.0% | +207.3% | +208.4% |
| All | +6.0% | +26.5% | -20.5% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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