+1,837.5%
SNDK vs AJG
-17.2%
+1,854.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.3% | -4.9% |
| 7D | -6.1% | -8.3% | +2.1% | -15.2% |
| 30D | +21.5% | -5.7% | +27.2% | +14.6% |
| 3M | -13.2% | +9.1% | -22.3% | -1.8% |
| 6M | +149.2% | +15.2% | +134.0% | +194.9% |
| YTD | +588.1% | -6.3% | +594.4% | +630.7% |
| 1Y | +1,837.5% | -19.1% | +1,856.7% | +1,788.5% |
| All | +1,837.5% | -17.2% | +1,854.7% | +1,788.5% |
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