+433.2%
SNDK vs AEM
+17.3%
+415.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +9.7% | -17.6% | -13.2% |
| 7D | -26.2% | +0.2% | -26.3% | -26.3% |
| 30D | -39.1% | +0.1% | -39.2% | -39.3% |
| 3M | -27.3% | +22.1% | -49.4% | -39.4% |
| 6M | -17.4% | +2.4% | -19.8% | -22.9% |
| YTD | +337.0% | +8.9% | +328.1% | +192.9% |
| 1Y | +433.2% | +18.7% | +414.5% | +179.3% |
| All | +433.2% | +17.3% | +415.9% | +179.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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