+280.1%
KEEL vs SUI
-1.7%
+281.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -1.0% | -6.3% | -6.9% |
| 7D | +2.7% | -4.1% | +6.8% | +4.4% |
| 30D | +4.6% | -3.2% | +7.7% | +5.9% |
| 3M | -34.5% | -8.4% | -26.1% | -33.0% |
| 6M | +59.3% | -14.4% | +73.6% | +67.5% |
| YTD | +46.4% | -5.5% | +51.9% | +47.5% |
| 1Y | +96.6% | -7.3% | +103.9% | +98.6% |
| 3Y | +182.0% | +9.9% | +172.1% | +158.6% |
| 5Y | -38.2% | -31.6% | -6.6% | -32.4% |
| All | +280.1% | -1.7% | +281.8% | +346.9% |
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