+115.5%
KEEL vs SUI
+1.4%
+114.0%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.7% | -5.1% | -5.5% |
| 7D | +18.2% | -3.8% | +22.0% | +19.7% |
| 30D | -32.1% | +3.9% | -36.0% | -33.8% |
| 3M | -44.9% | +0.2% | -45.1% | -45.6% |
| 6M | -52.1% | -4.2% | -47.9% | -52.7% |
| YTD | -17.0% | -2.5% | -14.5% | -18.5% |
| 1Y | -38.5% | -4.0% | -34.5% | -39.2% |
| 3Y | +62.5% | +16.5% | +46.0% | +43.8% |
| 5Y | -77.3% | -27.2% | -50.1% | -75.9% |
| All | +115.5% | +1.4% | +114.0% | +147.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling