+433.2%
SNDK vs KO
+43.6%
+389.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.1% | -9.0% | -6.3% |
| 7D | -26.2% | +4.4% | -30.6% | -20.6% |
| 30D | -39.1% | +10.7% | -49.9% | -28.1% |
| 3M | -27.3% | +11.3% | -38.7% | -13.1% |
| 6M | -17.4% | +24.0% | -41.4% | +12.6% |
| YTD | +337.0% | +39.7% | +297.3% | +553.0% |
| 1Y | +433.2% | +43.2% | +389.9% | +667.9% |
| All | +433.2% | +43.6% | +389.5% | +667.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KO.
Daily Out/Under-Performance
Portfolio return minus KO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KO 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 KO 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