+433.2%
SNDK vs APH
+16.5%
+416.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -6.2% | -1.8% | -1.7% |
| 7D | -26.2% | -2.4% | -23.7% | -24.0% |
| 30D | -39.1% | -9.5% | -29.7% | -32.4% |
| 3M | -27.3% | -7.6% | -19.7% | -21.3% |
| 6M | -17.4% | +12.4% | -29.8% | -20.7% |
| YTD | +337.0% | +17.5% | +319.5% | +195.9% |
| 1Y | +433.2% | +16.4% | +416.8% | +285.2% |
| All | +433.2% | +16.5% | +416.7% | +285.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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