+283.4%
KEEL vs SUI
+2.2%
+281.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +3.7% |
| 7D | +7.8% | -2.8% | +10.6% | +9.0% |
| 30D | -11.7% | -1.2% | -10.5% | -11.2% |
| 3M | -41.5% | -1.7% | -39.7% | -42.0% |
| 6M | +54.9% | -10.5% | +65.4% | +60.0% |
| YTD | +47.7% | -1.8% | +49.5% | +46.5% |
| 1Y | +177.6% | -4.1% | +181.7% | +176.8% |
| 3Y | +164.9% | +11.3% | +153.6% | +142.3% |
| 5Y | -45.9% | -32.1% | -13.8% | -41.1% |
| All | +283.4% | +2.2% | +281.3% | +344.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling