+617.6%
PLTR vs SHAK
-12.1%
+629.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.2% | -5.3% | -3.5% |
| 7D | +4.7% | +4.3% | +0.4% | +2.7% |
| 30D | -16.4% | +9.0% | -25.4% | -19.9% |
| 3M | -6.2% | +1.8% | -8.0% | -7.9% |
| 6M | +29.2% | +17.3% | +11.9% | +16.9% |
| YTD | -5.5% | -7.6% | +2.1% | -10.4% |
| 1Y | -2.4% | -16.9% | +14.5% | -2.9% |
| 3Y | +752.3% | +35.1% | +717.3% | +429.4% |
| All | +617.6% | -12.1% | +629.7% | +450.2% |
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 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