+325.3%
STX vs SHAK
-34.9%
+360.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.2% | -6.9% | -4.0% |
| 7D | -2.3% | -8.3% | +6.0% | -1.6% |
| 30D | -5.5% | -12.6% | +7.2% | -4.5% |
| 3M | -4.3% | +9.1% | -13.4% | -5.4% |
| 6M | +115.6% | -31.2% | +146.9% | +128.5% |
| YTD | +202.2% | -21.6% | +223.8% | +209.8% |
| 1Y | +325.3% | -38.8% | +364.1% | +386.9% |
| All | +325.3% | -34.9% | +360.2% | +386.9% |
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