+373.9%
KEY vs SUI
+4,171.7%
-3,797.8%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.7% | -3.4% | -3.2% |
| 7D | -2.5% | +8.8% | -11.2% | -7.6% |
| 30D | +4.1% | +8.9% | -4.9% | -1.8% |
| 3M | -8.4% | +2.0% | -10.4% | -10.0% |
| 6M | -2.3% | -0.6% | -1.6% | -2.9% |
| YTD | +4.6% | +1.3% | +3.2% | +2.1% |
| 1Y | +24.6% | +1.3% | +23.3% | +21.5% |
| 3Y | +112.8% | +16.3% | +96.5% | +83.7% |
| 5Y | +12.9% | -25.1% | +38.0% | +25.2% |
| 10Y | +126.7% | +121.1% | +5.6% | +15.4% |
| All | +373.9% | +4,171.7% | -3,797.8% | -50.4% |
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