+2,504.1%
SNDK vs AMIX
-97.6%
+2,601.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -28.0% |
| 6M | -35.4% | -80.4% | +45.0% | -35.9% |
| YTD | +294.9% | -88.3% | +383.2% | +296.0% |
| 1Y | +231.1% | -92.4% | +323.5% | +237.4% |
| All | +2,504.1% | -97.6% | +2,601.7% | +2,422.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling