+241.0%
RVMD vs SHAK
-21.2%
+262.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.8% | -1.0% | +2.3% |
| 7D | +5.8% | +8.3% | -2.5% | +4.6% |
| 30D | -3.8% | +16.7% | -20.5% | -6.2% |
| 3M | +3.2% | +10.0% | -6.7% | +1.1% |
| 6M | +35.0% | -23.8% | +58.8% | +43.8% |
| YTD | +150.7% | -10.3% | +161.0% | +165.3% |
| 1Y | +241.0% | -22.9% | +263.9% | +272.4% |
| All | +241.0% | -21.2% | +262.2% | +272.4% |
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