+106.9%
SLV vs APA
+71.7%
+35.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.8% | -0.4% |
| 7D | +5.1% | -15.5% | +20.6% | +6.6% |
| 30D | -12.9% | +2.4% | -15.3% | -13.3% |
| 3M | -16.1% | +22.8% | -38.9% | -18.0% |
| 6M | -33.2% | +17.9% | -51.1% | -34.6% |
| YTD | -27.2% | +87.7% | -114.9% | -33.8% |
| 1Y | +7.6% | +94.2% | -86.6% | -2.6% |
| 3Y | +122.3% | +27.2% | +95.1% | +107.9% |
| All | +106.9% | +71.7% | +35.3% | +86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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