+122.5%
SLV vs RKT
-7.0%
+129.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.1% |
| 7D | -0.3% | +2.1% | -2.4% | -0.5% |
| 30D | +6.7% | +1.4% | +5.2% | +6.5% |
| 3M | -10.7% | +6.3% | -17.0% | -11.5% |
| 6M | -20.6% | -15.5% | -5.1% | -20.0% |
| YTD | -7.1% | -27.4% | +20.2% | -5.0% |
| 1Y | +62.0% | -26.6% | +88.6% | +65.4% |
| 3Y | +169.8% | +41.2% | +128.6% | +161.6% |
| 5Y | +161.5% | -6.4% | +167.9% | +152.6% |
| All | +122.5% | -7.0% | +129.6% | +115.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling