+4,437.1%
SNDK vs AVTR
-18.3%
+4,455.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.4% |
| 7D | -6.1% | -1.1% | -5.1% | -6.0% |
| 30D | +21.5% | +6.3% | +15.2% | +20.3% |
| 3M | -13.2% | +53.3% | -66.5% | -21.7% |
| 6M | +149.2% | +78.6% | +70.6% | +116.2% |
| YTD | +588.1% | +29.2% | +558.8% | +541.4% |
| 1Y | +1,837.5% | +13.8% | +1,823.7% | +1,669.8% |
| All | +4,437.1% | -18.3% | +4,455.4% | +4,525.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 5y: compounded portfolio wealth divided by compounded AVTR 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…
5y analysis · Full analysis span regression · 6 months rolling