+231.1%
SNDK vs AMIX
-92.5%
+323.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -8.4% | +4.3% | -3.9% |
| 7D | +16.2% | -10.9% | +27.1% | +16.4% |
| 30D | -36.8% | -55.0% | +18.2% | -35.7% |
| 3M | -30.3% | -82.0% | +51.8% | -27.8% |
| 6M | -35.4% | -80.4% | +45.0% | -33.7% |
| YTD | +294.9% | -88.3% | +383.2% | +318.7% |
| 1Y | +231.1% | -92.4% | +323.5% | +263.4% |
| All | +231.1% | -92.5% | +323.6% | +263.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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