+53.9%
DOCN vs SHAK
-18.1%
+72.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +1.6% |
| 7D | -12.1% | +8.2% | -20.3% | -12.2% |
| 30D | -41.0% | +13.5% | -54.5% | -40.9% |
| 3M | -38.7% | +6.2% | -44.9% | -38.6% |
| 6M | -51.5% | +8.2% | -59.7% | -50.6% |
| YTD | +65.3% | -6.5% | +71.7% | +64.8% |
| 1Y | +53.9% | -19.2% | +73.1% | +59.6% |
| All | +53.9% | -18.1% | +72.0% | +59.6% |
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