+4,437.1%
SNDK vs BAM
-9.2%
+4,446.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -6.1% | -6.6% | +0.5% | -2.2% |
| 30D | +21.5% | -12.4% | +33.9% | +31.4% |
| 3M | -13.2% | +2.4% | -15.5% | -15.9% |
| 6M | +149.2% | +7.9% | +141.3% | +130.3% |
| YTD | +588.1% | -7.0% | +595.1% | +596.3% |
| 1Y | +1,837.5% | -13.4% | +1,850.9% | +2,040.2% |
| All | +4,437.1% | -9.2% | +4,446.2% | +4,642.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 10y: compounded portfolio wealth divided by compounded BAM 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…
10y analysis · Full analysis span regression · 6 months rolling