-34.1%
SHAK vs HRB
+44.9%
-79.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.6% | -4.9% | -7.0% |
| 7D | -7.2% | -10.6% | +3.4% | -10.7% |
| 30D | -11.8% | -0.8% | -11.0% | -11.0% |
| 3M | +17.2% | +19.1% | -1.9% | +31.2% |
| 6M | -34.1% | +48.7% | -82.8% | +0.4% |
| All | -34.1% | +44.9% | -79.0% | +0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 6mo: compounded portfolio wealth divided by compounded HRB 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…
6mo analysis · Full analysis span regression · 6 months rolling