+4,437.1%
SNDK vs RTX
+59.6%
+4,377.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.4% |
| 7D | -6.1% | -1.5% | -4.6% | -5.4% |
| 30D | +21.5% | -11.0% | +32.5% | +28.4% |
| 3M | -13.2% | +7.7% | -20.9% | -20.5% |
| 6M | +149.2% | -3.9% | +153.1% | +155.0% |
| YTD | +588.1% | +9.0% | +579.1% | +521.5% |
| 1Y | +1,837.5% | +27.3% | +1,810.3% | +1,410.7% |
| All | +4,437.1% | +59.6% | +4,377.5% | +2,794.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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