+39.2%
XLK vs SHAK
-34.9%
+74.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.2% | -1.8% | +1.1% |
| 7D | +0.2% | -8.3% | +8.5% | +0.8% |
| 30D | -0.6% | -12.6% | +12.0% | +0.3% |
| 3M | +2.6% | +9.1% | -6.6% | +1.5% |
| 6M | +34.0% | -31.2% | +65.2% | +37.5% |
| YTD | +30.7% | -21.6% | +52.3% | +32.1% |
| 1Y | +39.2% | -38.8% | +78.0% | +47.2% |
| All | +39.2% | -34.9% | +74.1% | +47.2% |
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