+93.0%
KEY vs SUI
+120.9%
-27.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.1% |
| 7D | +1.8% | -3.8% | +5.6% | +3.8% |
| 30D | +7.1% | +3.9% | +3.2% | +4.8% |
| 3M | -5.9% | +0.2% | -6.1% | -6.4% |
| 6M | +2.2% | -4.2% | +6.4% | +3.6% |
| YTD | +6.4% | -2.5% | +8.9% | +6.5% |
| 1Y | +24.8% | -4.0% | +28.8% | +25.8% |
| 3Y | +125.2% | +16.5% | +108.7% | +99.3% |
| 5Y | +13.0% | -27.2% | +40.2% | +26.5% |
| All | +93.0% | +120.9% | -27.9% | +91.3% |
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