+171.1%
SLV vs KMB
+36.7%
+134.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | 0.0% |
| 7D | +5.1% | +0.5% | +4.6% | +5.1% |
| 30D | -12.9% | +12.4% | -25.3% | -13.4% |
| 3M | -16.1% | +1.0% | -17.1% | -16.2% |
| 6M | -33.2% | +12.1% | -45.3% | -33.6% |
| YTD | -27.2% | +11.6% | -38.9% | -27.6% |
| 1Y | +7.6% | +13.1% | -5.5% | +7.1% |
| 3Y | +122.3% | +1.6% | +120.8% | +120.4% |
| 5Y | +109.7% | -0.3% | +110.0% | +107.9% |
| All | +171.1% | +36.7% | +134.3% | +173.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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