+4,437.1%
SNDK vs AA
+35.9%
+4,401.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.4% | -3.4% |
| 7D | -6.1% | -3.4% | -2.7% | -3.9% |
| 30D | +21.5% | -5.8% | +27.3% | +25.7% |
| 3M | -13.2% | -29.9% | +16.7% | +9.3% |
| 6M | +149.2% | -27.0% | +176.2% | +196.0% |
| YTD | +588.1% | -8.7% | +596.8% | +579.0% |
| 1Y | +1,837.5% | +50.6% | +1,786.9% | +1,191.1% |
| All | +4,437.1% | +35.9% | +4,401.2% | +2,937.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling