+2,684.0%
SNDK vs AJG
-12.9%
+2,696.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.5% | +13.4% | +10.2% |
| 7D | +17.2% | -1.8% | +19.0% | +15.0% |
| 30D | +28.8% | +4.6% | +24.2% | +36.8% |
| 3M | -1.1% | +24.9% | -26.0% | +25.9% |
| 6M | +190.5% | +17.2% | +173.3% | +262.9% |
| YTD | +633.0% | +2.2% | +630.8% | +767.8% |
| 1Y | +2,684.0% | -11.5% | +2,695.5% | +3,153.6% |
| All | +2,684.0% | -12.9% | +2,696.9% | +3,153.6% |
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