+130.7%
REPL vs SHAK
-21.2%
+151.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.8% | -3.6% | +0.6% |
| 7D | +28.8% | +8.3% | +20.5% | +30.0% |
| 30D | +57.3% | +16.7% | +40.6% | +60.6% |
| 3M | +73.6% | +10.0% | +63.6% | +75.5% |
| 6M | +582.8% | -23.8% | +606.6% | +559.7% |
| YTD | +112.9% | -10.3% | +123.1% | +104.0% |
| 1Y | +130.7% | -22.9% | +153.6% | +131.0% |
| All | +130.7% | -21.2% | +151.9% | +131.0% |
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