+95.0%
JAKK vs SPY
+9.8%
+85.3%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.4% | +1.4% | +1.1% |
| 7D | +2.2% | -4.7% | +6.9% | +6.9% |
| 30D | +20.3% | -5.9% | +26.2% | +27.2% |
| 3M | +28.4% | -4.5% | +33.0% | +34.2% |
| 6M | +46.8% | +1.8% | +45.0% | +42.7% |
| YTD | +101.8% | +8.3% | +93.5% | +82.7% |
| 1Y | +95.0% | +9.3% | +85.7% | +73.6% |
| All | +95.0% | +9.8% | +85.3% | +73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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