+62.0%
SLV vs KNX
+67.7%
-5.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.5% | -4.7% | -1.5% |
| 7D | -0.3% | +7.1% | -7.4% | -1.0% |
| 30D | +6.7% | +1.7% | +5.0% | +6.5% |
| 3M | -10.7% | -8.1% | -2.5% | -10.2% |
| 6M | -20.6% | +14.0% | -34.6% | -21.4% |
| YTD | -7.1% | +38.5% | -45.6% | -8.7% |
| 1Y | +62.0% | +65.4% | -3.4% | +55.2% |
| All | +62.0% | +67.7% | -5.7% | +55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 1y: compounded portfolio wealth divided by compounded KNX 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…
1y analysis · Full analysis span regression · 6 months rolling