+272.5%
SNDK vs AJG
+16.2%
+256.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | -0.1% | -22.2% | -22.4% |
| 7D | -39.4% | +7.4% | -46.8% | -33.2% |
| 30D | -51.4% | +25.3% | -76.8% | -35.4% |
| 3M | -40.3% | +15.1% | -55.4% | -27.3% |
| 6M | -42.7% | +40.8% | -83.5% | -14.5% |
| YTD | +239.7% | +12.3% | +227.4% | +368.2% |
| 1Y | +272.5% | +17.5% | +255.0% | +418.8% |
| All | +272.5% | +16.2% | +256.3% | +418.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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