+35.3%
ROIV vs SHAK
+14.6%
+20.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.2% | -4.3% | -1.2% |
| 7D | +1.7% | +4.3% | -2.6% | +1.6% |
| 30D | +17.6% | +9.0% | +8.5% | +17.7% |
| 3M | +9.0% | +1.8% | +7.1% | +8.6% |
| 6M | +35.3% | +17.3% | +18.0% | +36.6% |
| All | +35.3% | +14.6% | +20.7% | +36.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling