+4,437.1%
SNDK vs JAAA
+7.8%
+4,429.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -4.7% |
| 7D | -6.1% | +0.1% | -6.2% | -7.3% |
| 30D | +21.5% | +0.5% | +21.0% | +12.1% |
| 3M | -13.2% | +1.3% | -14.5% | -28.9% |
| 6M | +149.2% | +2.8% | +146.4% | +61.8% |
| YTD | +588.1% | +3.3% | +584.8% | +317.9% |
| 1Y | +1,837.5% | +4.9% | +1,832.6% | +827.2% |
| All | +4,437.1% | +7.8% | +4,429.3% | +1,660.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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