+175.8%
SLV vs ALK
-45.9%
+221.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.7% | -2.0% |
| 7D | -5.8% | -1.2% | -4.7% | -5.7% |
| 30D | -12.1% | +7.7% | -19.8% | -12.9% |
| 3M | -24.1% | -19.0% | -5.1% | -22.5% |
| 6M | -44.4% | -0.2% | -44.2% | -44.7% |
| YTD | -31.5% | -23.5% | -8.0% | -30.1% |
| 1Y | -6.9% | -9.1% | +2.2% | -6.6% |
| 3Y | +116.0% | +12.0% | +104.0% | +109.2% |
| 5Y | +88.4% | -30.9% | +119.3% | +87.7% |
| All | +175.8% | -45.9% | +221.7% | +159.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling