+26.9%
MKSI vs SHAK
-26.3%
+53.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.1% | -5.2% | -9.0% |
| 7D | -18.2% | -1.0% | -17.2% | -18.1% |
| 30D | -37.2% | +8.1% | -45.2% | -37.5% |
| 3M | -43.5% | -6.1% | -37.4% | -43.2% |
| 6M | -38.4% | -27.7% | -10.7% | -36.0% |
| YTD | +10.9% | -14.0% | +24.9% | +12.5% |
| 1Y | +26.9% | -27.1% | +54.0% | +33.1% |
| All | +26.9% | -26.3% | +53.2% | +33.1% |
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