+172.9%
KEY vs SUI
+110.1%
+62.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +2.2% | -2.8% | +5.0% | +3.6% |
| 30D | -3.0% | -1.2% | -1.8% | -2.6% |
| 3M | +3.3% | -1.7% | +5.1% | +3.8% |
| 6M | +9.2% | -10.5% | +19.7% | +14.8% |
| YTD | +10.6% | -1.8% | +12.5% | +10.7% |
| 1Y | +20.4% | -4.1% | +24.5% | +21.6% |
| 3Y | +121.8% | +11.3% | +110.6% | +102.4% |
| 5Y | +41.1% | -32.1% | +73.2% | +63.9% |
| All | +172.9% | +110.1% | +62.8% | +176.6% |
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 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