+2,358.4%
SNDK vs APH
+127.6%
+2,230.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.7% | -3.8% | -3.8% |
| 7D | +6.0% | +4.9% | +1.1% | +0.6% |
| 30D | -36.9% | -5.4% | -31.5% | -31.9% |
| 3M | -42.1% | -5.5% | -36.6% | -37.7% |
| 6M | -38.8% | +25.9% | -64.8% | -46.7% |
| YTD | +272.8% | +16.4% | +256.5% | +208.6% |
| 1Y | +263.3% | +16.5% | +246.9% | +208.0% |
| All | +2,358.4% | +127.6% | +2,230.7% | +936.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling