+2,574.7%
STX vs SHAK
+43.4%
+2,531.3%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.9% | +9.4% | +7.0% |
| 7D | +10.7% | -0.3% | +11.1% | +10.8% |
| 30D | +11.3% | -5.2% | +16.5% | +12.4% |
| 3M | +3.2% | +27.3% | -24.0% | -2.7% |
| 6M | +157.0% | -27.9% | +184.8% | +168.0% |
| YTD | +229.2% | -17.0% | +246.2% | +232.8% |
| 1Y | +381.8% | -30.9% | +412.8% | +403.3% |
| 3Y | +1,383.2% | +3.4% | +1,379.8% | +1,270.2% |
| 5Y | +1,144.9% | -20.5% | +1,165.4% | +1,056.4% |
| 10Y | +3,676.0% | +88.3% | +3,587.8% | +2,625.3% |
| All | +2,574.7% | +43.4% | +2,531.3% | +1,886.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling