-84.3%
OPEN vs SHAK
-22.8%
-61.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.2% | -3.5% | -2.5% |
| 7D | -11.4% | -8.3% | -3.1% | -6.2% |
| 30D | -20.1% | -12.6% | -7.4% | -12.4% |
| 3M | -37.6% | +9.1% | -46.7% | -43.0% |
| 6M | -47.1% | -31.2% | -15.8% | -37.8% |
| YTD | -52.1% | -21.6% | -30.6% | -49.7% |
| 1Y | -73.5% | -38.8% | -34.7% | -66.4% |
| 3Y | -24.4% | +0.6% | -25.0% | -51.1% |
| All | -84.3% | -22.8% | -61.5% | -88.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling