-22.4%
SHAK vs BAM
-1.5%
-20.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -1.0% | -2.2% |
| 7D | +4.1% | -2.0% | +6.1% | +5.2% |
| 30D | +2.3% | +13.7% | -11.4% | -2.7% |
| 3M | -0.2% | -4.8% | +4.5% | +1.1% |
| 6M | +10.1% | +7.6% | +2.5% | +6.7% |
| YTD | -10.5% | +1.2% | -11.6% | -14.2% |
| 1Y | -22.4% | -2.3% | -20.1% | -25.4% |
| All | -22.4% | -1.5% | -20.9% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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