-73.5%
OPEN vs SHAK
-34.9%
-38.6%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.2% | -3.5% | -1.3% |
| 7D | -11.4% | -8.3% | -3.1% | -9.1% |
| 30D | -20.1% | -12.6% | -7.4% | -16.7% |
| 3M | -37.6% | +9.1% | -46.7% | -39.7% |
| 6M | -47.1% | -31.2% | -15.8% | -41.7% |
| YTD | -52.1% | -21.6% | -30.6% | -52.4% |
| 1Y | -73.5% | -38.8% | -34.7% | -70.2% |
| All | -73.5% | -34.9% | -38.6% | -70.2% |
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