+319.8%
ROIV vs SHAK
-25.9%
+345.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.5% | +7.3% | +2.3% |
| 7D | +22.3% | -7.2% | +29.5% | +24.2% |
| 30D | +16.9% | -11.8% | +28.7% | +19.9% |
| 3M | +43.9% | +17.2% | +26.8% | +36.8% |
| 6M | +41.6% | -34.1% | +75.7% | +52.0% |
| YTD | +92.7% | -22.4% | +115.0% | +97.9% |
| 1Y | +210.2% | -35.9% | +246.1% | +232.9% |
| 3Y | +231.8% | -3.4% | +235.2% | +192.1% |
| 5Y | +319.8% | -25.4% | +345.2% | +251.0% |
| All | +319.8% | -25.9% | +345.6% | +251.0% |
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 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