+4,437.1%
SNDK vs APA
+113.1%
+4,324.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.4% | -3.9% | -3.6% |
| 7D | -6.1% | +4.6% | -10.7% | -7.1% |
| 30D | +21.5% | +11.9% | +9.6% | +18.0% |
| 3M | -13.2% | +22.5% | -35.7% | -18.3% |
| 6M | +149.2% | +37.5% | +111.7% | +116.1% |
| YTD | +588.1% | +87.2% | +500.9% | +405.3% |
| 1Y | +1,837.5% | +101.4% | +1,736.1% | +1,226.7% |
| All | +4,437.1% | +113.1% | +4,324.0% | +3,011.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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