+10.3%
SLV vs KEY
+29.6%
-19.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.5% | +3.7% | +4.7% |
| 7D | -3.9% | +1.7% | -5.5% | -4.3% |
| 30D | -14.5% | +6.8% | -21.2% | -15.9% |
| 3M | -12.4% | -5.8% | -6.6% | -11.5% |
| 6M | -28.5% | +1.4% | -29.9% | -29.3% |
| YTD | -26.8% | +7.5% | -34.3% | -28.4% |
| 1Y | +10.3% | +29.6% | -19.3% | +9.7% |
| All | +10.3% | +29.6% | -19.3% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 1y: compounded portfolio wealth divided by compounded KEY 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…
1y analysis · Full analysis span regression · 6 months rolling