+2,684.0%
SNDK vs AGG
+1.5%
+2,682.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.1% | +11.8% | +11.7% |
| 7D | +17.2% | -0.2% | +17.3% | +17.9% |
| 30D | +28.8% | -0.4% | +29.2% | +30.6% |
| 3M | -1.1% | -0.7% | -0.5% | +1.6% |
| 6M | +190.5% | -1.5% | +192.0% | +205.5% |
| YTD | +633.0% | -0.3% | +633.3% | +662.6% |
| 1Y | +2,684.0% | +1.3% | +2,682.7% | +2,277.4% |
| All | +2,684.0% | +1.5% | +2,682.5% | +2,277.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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