+117.9%
KEY vs SUI
+115.7%
+2.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +0.9% | +0.2% |
| 7D | -1.3% | +6.2% | -7.5% | -4.3% |
| 30D | +5.1% | +8.6% | -3.4% | +0.6% |
| 3M | -7.1% | +1.0% | -8.1% | -7.9% |
| 6M | -4.4% | -2.6% | -1.8% | -3.8% |
| YTD | +4.0% | -0.1% | +4.1% | +2.9% |
| 1Y | +23.4% | +0.5% | +22.9% | +21.6% |
| 3Y | +113.9% | +15.3% | +98.7% | +91.0% |
| 5Y | +12.3% | -26.1% | +38.5% | +24.8% |
| All | +117.9% | +115.7% | +2.1% | +125.1% |
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