+4,733.3%
SNDK vs BAM
-2.7%
+4,736.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.6% | +11.3% | +11.5% |
| 7D | +17.2% | -2.0% | +19.1% | +18.6% |
| 30D | +28.8% | -2.9% | +31.8% | +30.6% |
| 3M | -1.1% | +9.4% | -10.5% | -7.9% |
| 6M | +190.5% | +10.8% | +179.7% | +165.6% |
| YTD | +633.0% | -0.4% | +633.4% | +611.8% |
| 1Y | +2,684.0% | -10.9% | +2,694.9% | +2,955.3% |
| All | +4,733.3% | -2.7% | +4,736.1% | +4,748.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling