+4,437.1%
SNDK vs KLAC
+143.5%
+4,293.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.0% | -5.5% | -5.6% |
| 7D | -6.1% | -2.7% | -3.5% | -3.7% |
| 30D | +21.5% | -13.2% | +34.7% | +41.0% |
| 3M | -13.2% | -25.0% | +11.8% | +21.0% |
| 6M | +149.2% | +23.6% | +125.6% | +112.2% |
| YTD | +588.1% | +49.2% | +538.9% | +344.6% |
| 1Y | +1,837.5% | +89.3% | +1,748.2% | +905.4% |
| All | +4,437.1% | +143.5% | +4,293.6% | +1,733.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KLAC.
Daily Out/Under-Performance
Portfolio return minus KLAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KLAC 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 3y: compounded portfolio wealth divided by compounded KLAC 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…
3y analysis · Full analysis span regression · 6 months rolling