-38.5%
KEEL vs SUI
-4.1%
-34.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.7% | -5.1% | -6.5% |
| 7D | +18.2% | -3.8% | +22.0% | +14.1% |
| 30D | -32.1% | +3.9% | -36.0% | -28.9% |
| 3M | -44.9% | +0.2% | -45.1% | -43.3% |
| 6M | -52.1% | -4.2% | -47.9% | -51.6% |
| YTD | -17.0% | -2.5% | -14.5% | -12.9% |
| 1Y | -38.5% | -4.0% | -34.5% | -34.6% |
| All | -38.5% | -4.1% | -34.4% | -34.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling