+4,800.5%
SNDK vs AFRM
-11.1%
+4,811.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.5% | +7.0% | +3.6% |
| 7D | +13.6% | -8.0% | +21.6% | +17.0% |
| 30D | +42.5% | -9.8% | +52.3% | +47.0% |
| 3M | +7.1% | +4.7% | +2.5% | +4.4% |
| 6M | +199.7% | +34.1% | +165.5% | +162.0% |
| YTD | +643.2% | -8.4% | +651.6% | +643.9% |
| 1Y | +2,402.0% | -22.9% | +2,424.9% | +2,560.3% |
| All | +4,800.5% | -11.1% | +4,811.5% | +4,499.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 5y: compounded portfolio wealth divided by compounded AFRM 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…
5y analysis · Full analysis span regression · 6 months rolling