+175.8%
SLV vs KMI
+158.9%
+16.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.1% |
| 7D | -5.8% | +6.5% | -12.4% | -7.0% |
| 30D | -12.1% | -3.4% | -8.7% | -11.7% |
| 3M | -24.1% | +0.4% | -24.5% | -24.4% |
| 6M | -44.4% | -0.9% | -43.5% | -44.6% |
| YTD | -31.5% | +20.5% | -52.0% | -34.8% |
| 1Y | -6.9% | +23.2% | -30.1% | -11.9% |
| 3Y | +116.0% | +121.6% | -5.6% | +78.2% |
| 5Y | +88.4% | +149.1% | -60.7% | +51.2% |
| All | +175.8% | +158.9% | +16.9% | +109.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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