+489.1%
KLAC vs SLV
+164.2%
+324.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +2.1% |
| 7D | +10.6% | +2.5% | +8.1% | +9.7% |
| 30D | -4.5% | +3.3% | -7.8% | -5.7% |
| 3M | -10.3% | -3.6% | -6.7% | -9.6% |
| 6M | +40.9% | -21.8% | +62.7% | +50.4% |
| YTD | +56.1% | -7.8% | +63.9% | +56.3% |
| 1Y | +109.0% | +58.3% | +50.7% | +74.8% |
| 3Y | +288.8% | +182.6% | +106.3% | +171.1% |
| 5Y | +489.1% | +167.8% | +321.4% | +281.6% |
| All | +489.1% | +164.2% | +324.9% | +281.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 SLV 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