+7,178.4%
KLAC vs SLV
+363.7%
+6,814.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.2% | +8.5% | +7.6% |
| 7D | +5.7% | -0.3% | +6.1% | +5.8% |
| 30D | -3.6% | +6.7% | -10.3% | -4.9% |
| 3M | -12.8% | -10.7% | -2.1% | -11.0% |
| 6M | +26.1% | -20.6% | +46.7% | +31.1% |
| YTD | +53.3% | -7.1% | +60.5% | +54.0% |
| 1Y | +113.7% | +62.0% | +51.7% | +94.2% |
| 3Y | +274.9% | +169.8% | +105.1% | +211.7% |
| 5Y | +470.1% | +161.5% | +308.7% | +371.7% |
| 10Y | +2,997.0% | +224.4% | +2,772.6% | +2,332.8% |
| All | +7,178.4% | +363.7% | +6,814.7% | +4,470.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling