+16.2%
VIK vs SHAK
-34.4%
+50.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.8% | -0.8% |
| 7D | -1.8% | -11.0% | +9.1% | +0.6% |
| 30D | -17.3% | -14.0% | -3.2% | -14.7% |
| 3M | -5.1% | +13.3% | -18.3% | -9.0% |
| 6M | +16.2% | -35.3% | +51.5% | +29.5% |
| All | +16.2% | -34.4% | +50.6% | +29.5% |
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