+63.3%
SLV vs RKT
-33.8%
+97.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.8% | +5.0% | +3.2% |
| 7D | +2.8% | -1.0% | +3.8% | +3.1% |
| 30D | +2.2% | -2.4% | +4.6% | +2.7% |
| 3M | +2.9% | +1.9% | +1.0% | +0.2% |
| 6M | -22.4% | -13.9% | -8.6% | -20.0% |
| YTD | -5.7% | -30.6% | +24.9% | +10.7% |
| 1Y | +63.3% | -34.4% | +97.7% | +91.5% |
| All | +63.3% | -33.8% | +97.1% | +91.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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