+42.1%
RRC vs SHAK
-21.2%
+63.3%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.8% | -7.4% | -3.2% |
| 7D | -6.8% | +8.3% | -15.1% | -6.1% |
| 30D | +34.7% | +16.7% | +18.0% | +36.5% |
| 3M | +31.5% | +10.0% | +21.5% | +32.9% |
| 6M | +21.8% | -23.8% | +45.6% | +20.3% |
| YTD | +48.9% | -10.3% | +59.1% | +50.9% |
| 1Y | +42.1% | -22.9% | +65.0% | +44.2% |
| All | +42.1% | -21.2% | +63.3% | +44.2% |
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 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