+134.2%
RRC vs SHAK
-12.1%
+146.2%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.2% | -2.4% | +0.3% |
| 7D | +6.4% | +4.3% | +2.1% | +5.8% |
| 30D | +23.9% | +9.0% | +14.8% | +22.2% |
| 3M | +30.2% | +1.8% | +28.4% | +29.4% |
| 6M | +26.3% | +17.3% | +8.9% | +22.3% |
| YTD | +48.1% | -7.6% | +55.7% | +45.2% |
| 1Y | +37.7% | -16.9% | +54.6% | +37.4% |
| 3Y | +60.3% | +35.1% | +25.2% | +36.8% |
| All | +134.2% | -12.1% | +146.2% | +100.2% |
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 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