+4,800.5%
SNDK vs APH
+136.3%
+4,664.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.0% |
| 7D | +13.6% | +1.6% | +11.9% | +11.7% |
| 30D | +42.5% | -3.0% | +45.5% | +46.7% |
| 3M | +7.1% | +5.7% | +1.4% | +6.6% |
| 6M | +199.7% | +20.0% | +179.7% | +160.6% |
| YTD | +643.2% | +20.8% | +622.4% | +483.7% |
| 1Y | +2,402.0% | +40.2% | +2,361.8% | +1,681.3% |
| All | +4,800.5% | +136.3% | +4,664.2% | +1,859.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling