+2,684.0%
SNDK vs AA
+63.2%
+2,620.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -2.1% | +14.0% | +13.4% |
| 7D | +17.2% | -0.7% | +17.9% | +17.4% |
| 30D | +28.8% | +5.0% | +23.9% | +22.2% |
| 3M | -1.1% | -35.8% | +34.7% | +31.5% |
| 6M | +190.5% | -18.4% | +208.8% | +213.7% |
| YTD | +633.0% | -5.5% | +638.5% | +582.5% |
| 1Y | +2,684.0% | +61.0% | +2,623.0% | +1,397.2% |
| All | +2,684.0% | +63.2% | +2,620.8% | +1,397.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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