+26.9%
KRE vs SHAK
-21.2%
+48.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.8% | -2.1% | +1.4% |
| 7D | +2.8% | +8.3% | -5.5% | +2.1% |
| 30D | +5.3% | +16.7% | -11.4% | +3.8% |
| 3M | -4.2% | +10.0% | -14.2% | -5.2% |
| 6M | +8.7% | -23.8% | +32.5% | +11.8% |
| YTD | +16.4% | -10.3% | +26.7% | +16.5% |
| 1Y | +26.9% | -22.9% | +49.8% | +34.6% |
| All | +26.9% | -21.2% | +48.1% | +34.6% |
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