+106.9%
SLV vs KEY
+11.7%
+95.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | +5.1% | -1.3% | +6.4% | +5.2% |
| 30D | -12.9% | +5.1% | -18.1% | -13.2% |
| 3M | -16.1% | -7.1% | -9.0% | -15.7% |
| 6M | -33.2% | -4.4% | -28.8% | -33.0% |
| YTD | -27.2% | +4.0% | -31.3% | -27.5% |
| 1Y | +7.6% | +23.4% | -15.8% | +6.3% |
| 3Y | +122.3% | +113.9% | +8.4% | +115.2% |
| All | +106.9% | +11.7% | +95.3% | +91.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling