+2,684.0%
SNDK vs AEM
+40.5%
+2,643.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.2% | +13.1% | +12.6% |
| 7D | +17.2% | -0.5% | +17.7% | +17.2% |
| 30D | +28.8% | +24.0% | +4.8% | +8.2% |
| 3M | -1.1% | +16.1% | -17.2% | -13.6% |
| 6M | +190.5% | -11.6% | +202.1% | +204.8% |
| YTD | +633.0% | +21.5% | +611.5% | +424.8% |
| 1Y | +2,684.0% | +39.2% | +2,644.8% | +1,479.5% |
| All | +2,684.0% | +40.5% | +2,643.5% | +1,479.5% |
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