+59.7%
SLV vs KMI
+110.6%
-50.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.2% |
| 7D | -1.1% | +0.2% | -1.3% | -1.1% |
| 30D | -14.2% | -3.7% | -10.5% | -13.8% |
| 3M | -20.3% | +1.2% | -21.6% | -20.7% |
| 6M | -40.2% | -0.3% | -39.9% | -40.5% |
| YTD | -27.6% | +19.2% | -46.8% | -30.1% |
| 1Y | +0.4% | +21.7% | -21.2% | -3.4% |
| 3Y | +129.4% | +120.4% | +9.0% | +99.3% |
| 5Y | +99.8% | +144.9% | -45.1% | +70.4% |
| 10Y | +183.2% | +155.6% | +27.7% | +132.8% |
| All | +59.7% | +110.6% | -50.9% | +49.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling