-8.8%
SMCI vs SHAK
-34.9%
+26.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.2% | +4.1% | +6.6% |
| 7D | +1.3% | -8.3% | +9.6% | +2.9% |
| 30D | +6.6% | -12.6% | +19.3% | +9.3% |
| 3M | +25.4% | +9.1% | +16.3% | +22.6% |
| 6M | +26.1% | -31.2% | +57.4% | +36.5% |
| YTD | +37.0% | -21.6% | +58.6% | +44.7% |
| 1Y | -8.8% | -38.8% | +30.0% | -1.4% |
| All | -8.8% | -34.9% | +26.1% | -1.4% |
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