+172.7%
SLV vs KMX
-54.2%
+226.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.7% | +2.3% |
| 7D | +2.8% | -1.9% | +4.6% | +2.9% |
| 30D | +2.2% | +2.6% | -0.4% | +2.0% |
| 3M | +2.9% | +25.6% | -22.7% | +1.3% |
| 6M | -22.4% | +41.9% | -64.3% | -24.6% |
| YTD | -5.7% | +56.0% | -61.8% | -8.6% |
| 1Y | +63.3% | -1.8% | +65.1% | +60.8% |
| 3Y | +189.0% | -25.7% | +214.7% | +186.6% |
| 5Y | +172.7% | -54.7% | +227.4% | +163.2% |
| All | +172.7% | -54.2% | +226.8% | +163.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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