+27.6%
SWKS vs SHAK
-27.2%
+54.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.0% | -1.8% | +1.5% |
| 7D | -6.2% | +2.0% | -8.2% | -5.9% |
| 30D | -1.5% | +12.0% | -13.5% | 0.0% |
| 3M | +23.0% | +2.3% | +20.6% | +24.5% |
| 6M | +27.6% | -25.5% | +53.1% | +26.0% |
| All | +27.6% | -27.2% | +54.8% | +26.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling