-69.6%
SNDQ vs KEY
+3.6%
-73.2%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.6% | +10.4% | +11.7% |
| 7D | -18.7% | +2.9% | -21.6% | -15.6% |
| 30D | +69.5% | +8.4% | +61.0% | +80.0% |
| 3M | +54.2% | -5.8% | +60.0% | +41.9% |
| 6M | -69.6% | +5.4% | -75.0% | -75.7% |
| All | -69.6% | +3.6% | -73.2% | -75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 6mo: compounded portfolio wealth divided by compounded KEY 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…
6mo analysis · Full analysis span regression · 6 months rolling