+171.1%
SLV vs ALK
-41.7%
+212.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.2% |
| 7D | +5.1% | +9.0% | -4.0% | +4.1% |
| 30D | -12.9% | -1.6% | -11.3% | -12.8% |
| 3M | -16.1% | -23.2% | +7.1% | -13.8% |
| 6M | -33.2% | -3.9% | -29.3% | -33.3% |
| YTD | -27.2% | -22.6% | -4.7% | -25.9% |
| 1Y | +7.6% | -5.3% | +12.9% | +7.6% |
| 3Y | +122.3% | +18.6% | +103.8% | +114.3% |
| 5Y | +109.7% | -34.4% | +144.1% | +109.7% |
| All | +171.1% | -41.7% | +212.8% | +156.2% |
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