+433.2%
SNDK vs AU
+42.5%
+390.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +8.0% | -15.9% | -12.0% |
| 7D | -26.2% | +0.8% | -26.9% | -26.6% |
| 30D | -39.1% | -7.0% | -32.2% | -37.0% |
| 3M | -27.3% | +8.5% | -35.9% | -33.0% |
| 6M | -17.4% | -1.3% | -16.1% | -20.2% |
| YTD | +337.0% | +6.8% | +330.3% | +238.5% |
| 1Y | +433.2% | +44.6% | +388.6% | +173.0% |
| All | +433.2% | +42.5% | +390.7% | +173.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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