+122.3%
SLV vs RKT
+85.3%
+37.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.4% |
| 7D | +5.1% | +17.7% | -12.6% | +2.6% |
| 30D | -12.9% | +31.6% | -44.6% | -16.6% |
| 3M | -16.1% | +13.9% | -30.0% | -18.0% |
| 6M | -33.2% | +2.8% | -36.0% | -34.2% |
| YTD | -27.2% | -22.2% | -5.0% | -25.4% |
| 1Y | +7.6% | -3.5% | +11.1% | +9.3% |
| 3Y | +122.3% | +95.3% | +27.1% | +102.3% |
| All | +122.3% | +85.3% | +37.1% | +102.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling