+2,684.0%
SNDK vs AU
+100.5%
+2,583.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -2.3% | +14.2% | +13.2% |
| 7D | +17.2% | -3.6% | +20.8% | +19.3% |
| 30D | +28.8% | +23.9% | +5.0% | +11.2% |
| 3M | -1.1% | +19.1% | -20.2% | -13.1% |
| 6M | +190.5% | -0.2% | +190.6% | +180.9% |
| YTD | +633.0% | +32.5% | +600.5% | +428.1% |
| 1Y | +2,684.0% | +96.9% | +2,587.1% | +1,221.5% |
| All | +2,684.0% | +100.5% | +2,583.5% | +1,221.5% |
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