+161.5%
SLV vs RKT
-11.7%
+173.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.8% | -3.5% | -5.1% |
| 7D | -5.0% | -7.2% | +2.2% | -4.1% |
| 30D | -1.8% | -7.9% | +6.1% | -0.8% |
| 3M | -0.3% | +5.2% | -5.5% | -1.4% |
| 6M | -28.2% | -14.9% | -13.3% | -27.3% |
| YTD | -10.7% | -31.9% | +21.1% | -6.8% |
| 1Y | +53.7% | -36.9% | +90.6% | +61.0% |
| 3Y | +173.7% | +35.7% | +138.0% | +160.3% |
| 5Y | +161.5% | -9.7% | +171.2% | +139.2% |
| All | +161.5% | -11.7% | +173.2% | +139.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling