+184.0%
SLV vs KDP
+1,294.8%
-1,110.7%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | 0.0% |
| 7D | +5.1% | +2.2% | +2.9% | +4.8% |
| 30D | -12.9% | +19.9% | -32.9% | -14.8% |
| 3M | -16.1% | +21.5% | -37.6% | -18.1% |
| 6M | -33.2% | +30.1% | -63.3% | -35.4% |
| YTD | -27.2% | +34.9% | -62.2% | -30.1% |
| 1Y | +7.6% | +43.4% | -35.8% | +2.6% |
| 3Y | +122.3% | +29.1% | +93.3% | +113.0% |
| 5Y | +109.7% | +15.0% | +94.7% | +103.4% |
| 10Y | +168.4% | +234.1% | -65.6% | +122.6% |
| All | +184.0% | +1,294.8% | -1,110.7% | +76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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