+4,437.1%
SNDK vs AEM
+104.8%
+4,332.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.9% | -5.4% | -4.4% |
| 7D | -6.1% | -2.1% | -4.0% | -5.2% |
| 30D | +21.5% | +8.4% | +13.1% | +15.1% |
| 3M | -13.2% | +27.3% | -40.5% | -25.0% |
| 6M | +149.2% | -9.7% | +158.9% | +150.5% |
| YTD | +588.1% | +19.0% | +569.1% | +491.2% |
| 1Y | +1,837.5% | +31.5% | +1,806.1% | +1,552.8% |
| All | +4,437.1% | +104.8% | +4,332.3% | +3,374.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling