+104.8%
SLV vs KMI
+107.5%
-2.7%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | -0.3% | -0.5% | +0.2% | -0.3% |
| 30D | +6.7% | +0.9% | +5.8% | +6.4% |
| 3M | -10.7% | 0.0% | -10.7% | -10.9% |
| 6M | -20.6% | -5.7% | -14.9% | -20.1% |
| YTD | -7.1% | +17.5% | -24.6% | -10.0% |
| 1Y | +62.0% | +22.3% | +39.7% | +55.8% |
| 3Y | +169.8% | +111.9% | +57.9% | +136.1% |
| 5Y | +161.5% | +151.8% | +9.6% | +122.5% |
| 10Y | +224.4% | +138.7% | +85.8% | +169.0% |
| All | +104.8% | +107.5% | -2.7% | +92.4% |
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