-58.0%
Z vs SHAK
-16.7%
-41.3%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +7.3% | -3.5% | +2.0% |
| 7D | -5.2% | +6.5% | -11.6% | -6.5% |
| 30D | +5.7% | +15.3% | -9.6% | +2.4% |
| 3M | -8.7% | +8.5% | -17.2% | -10.8% |
| 6M | -26.0% | +10.0% | -36.0% | -28.1% |
| YTD | -55.0% | -5.0% | -50.1% | -55.0% |
| All | -58.0% | -16.7% | -41.3% | -54.8% |
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