-78.4%
KEEL vs SUI
-26.4%
-52.0%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.9% | -5.6% | -5.1% |
| 7D | -0.5% | -1.5% | +0.9% | +0.2% |
| 30D | -27.1% | +3.7% | -30.8% | -29.6% |
| 3M | -43.8% | -0.4% | -43.4% | -44.6% |
| 6M | -55.2% | -2.8% | -52.4% | -56.5% |
| YTD | -20.9% | -1.6% | -19.2% | -23.4% |
| 1Y | -28.5% | -2.1% | -26.4% | -30.8% |
| 3Y | +66.1% | +18.5% | +47.6% | +28.9% |
| All | -78.4% | -26.4% | -52.0% | -72.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling