+387.3%
KEY vs SUI
+4,142.3%
-3,755.1%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.2% | -3.6% | -1.7% |
| 7D | +1.7% | +10.0% | -8.4% | -4.4% |
| 30D | +6.8% | +8.4% | -1.6% | +1.1% |
| 3M | -5.8% | +0.7% | -6.5% | -6.7% |
| 6M | +1.4% | -0.9% | +2.4% | +1.0% |
| YTD | +7.5% | +0.6% | +6.9% | +5.4% |
| 1Y | +29.6% | +0.8% | +28.8% | +26.8% |
| 3Y | +118.8% | +15.5% | +103.3% | +89.7% |
| 5Y | +16.8% | -25.9% | +42.7% | +30.4% |
| 10Y | +133.0% | +119.5% | +13.5% | +19.2% |
| All | +387.3% | +4,142.3% | -3,755.1% | -48.8% |
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