+2,358.4%
SNDK vs AMIX
-97.6%
+2,455.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.1% | -6.7% | -5.6% |
| 7D | +6.0% | -9.9% | +15.9% | +6.1% |
| 30D | -36.9% | -52.8% | +15.8% | -36.0% |
| 3M | -42.1% | -80.0% | +37.9% | -40.3% |
| 6M | -38.8% | -80.2% | +41.4% | -39.3% |
| YTD | +272.8% | -88.1% | +361.0% | +273.8% |
| 1Y | +263.3% | -91.1% | +354.4% | +269.2% |
| All | +2,358.4% | -97.6% | +2,455.9% | +2,280.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling