+4,601.6%
SNDK vs KO
+32.8%
+4,568.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.3% | -4.4% | -3.7% |
| 7D | +8.8% | -1.1% | +10.0% | +7.8% |
| 30D | +33.2% | +1.6% | +31.6% | +35.7% |
| 3M | +3.0% | +5.8% | -2.7% | +12.8% |
| 6M | +173.5% | +14.3% | +159.2% | +208.6% |
| YTD | +613.0% | +27.3% | +585.7% | +744.0% |
| 1Y | +2,189.8% | +33.2% | +2,156.6% | +2,631.0% |
| All | +4,601.6% | +32.8% | +4,568.8% | +5,469.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling