+226.7%
SLV vs KMX
+197.9%
+28.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.4% | -0.8% | -3.0% |
| 7D | -3.9% | 0.0% | -3.8% | -3.9% |
| 30D | -15.6% | +3.5% | -19.1% | -16.0% |
| 3M | -23.6% | -10.4% | -13.2% | -22.9% |
| 6M | -42.6% | +37.6% | -80.2% | -44.4% |
| YTD | -30.0% | +36.1% | -66.0% | -32.3% |
| 1Y | -6.6% | +52.8% | -59.4% | -10.7% |
| 3Y | +121.8% | -17.0% | +138.9% | +119.9% |
| 5Y | +92.7% | -64.7% | +157.3% | +103.3% |
| 10Y | +174.0% | -4.0% | +178.0% | +152.0% |
| All | +226.7% | +197.9% | +28.8% | +146.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling