-22.9%
SHAK vs BBAI
-56.6%
+33.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.2% | +2.6% | +3.7% |
| 7D | +8.3% | +4.1% | +4.3% | +7.9% |
| 30D | +16.7% | -1.9% | +18.6% | +16.7% |
| 3M | +10.0% | -18.7% | +28.7% | +12.0% |
| 6M | -23.8% | -38.6% | +14.8% | -20.2% |
| YTD | -10.3% | -52.6% | +42.3% | -6.2% |
| 1Y | -22.9% | -55.3% | +32.4% | -20.2% |
| All | -22.9% | -56.6% | +33.7% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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