+1.4%
KEY vs SUI
-1.8%
+3.3%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.2% | -3.6% | +0.3% |
| 7D | +1.7% | +10.0% | -8.4% | -0.5% |
| 30D | +6.8% | +8.4% | -1.6% | +4.7% |
| 3M | -5.8% | +0.7% | -6.5% | -6.5% |
| 6M | +1.4% | -0.9% | +2.4% | +0.5% |
| All | +1.4% | -1.8% | +3.3% | +0.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling