+2,189.8%
SNDK vs BAM
-12.8%
+2,202.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -3.7% |
| 7D | +8.8% | -6.1% | +14.9% | +11.5% |
| 30D | +33.2% | -13.8% | +47.0% | +40.9% |
| 3M | +3.0% | +4.4% | -1.4% | 0.0% |
| 6M | +173.5% | +6.4% | +167.1% | +160.0% |
| YTD | +613.0% | -7.1% | +620.1% | +632.7% |
| 1Y | +2,189.8% | -11.8% | +2,201.6% | +2,569.7% |
| All | +2,189.8% | -12.8% | +2,202.5% | +2,569.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling