+85.2%
SWK vs SHAK
-21.2%
+106.5%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.8% | +9.3% | +12.3% |
| 7D | +17.9% | +8.3% | +9.6% | +16.1% |
| 30D | +31.9% | +16.7% | +15.2% | +27.8% |
| 3M | +16.6% | +10.0% | +6.6% | +14.0% |
| 6M | +61.1% | -23.8% | +84.9% | +67.1% |
| YTD | +64.2% | -10.3% | +74.5% | +61.3% |
| 1Y | +85.2% | -22.9% | +108.1% | +102.2% |
| All | +85.2% | -21.2% | +106.5% | +102.2% |
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