+92.4%
ROIV vs SHAK
-21.2%
+113.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.8% | +2.3% | +5.7% |
| 7D | +3.0% | +8.3% | -5.3% | +2.2% |
| 30D | +6.8% | +16.7% | -9.9% | +5.2% |
| 3M | +10.5% | +10.0% | +0.6% | +8.9% |
| 6M | +34.8% | -23.8% | +58.6% | +40.9% |
| YTD | +76.2% | -10.3% | +86.5% | +79.0% |
| 1Y | +92.4% | -22.9% | +115.3% | +99.0% |
| All | +92.4% | -21.2% | +113.6% | +99.0% |
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