+774.2%
KEYS vs SUI
+120.9%
+653.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.3% | -0.3% |
| 7D | +16.7% | -3.8% | +20.6% | +18.0% |
| 30D | -17.8% | +3.9% | -21.8% | -19.3% |
| 3M | -14.2% | +0.2% | -14.4% | -14.9% |
| 6M | -15.9% | -4.2% | -11.7% | -16.0% |
| YTD | +49.7% | -2.5% | +52.3% | +48.4% |
| 1Y | +65.3% | -4.0% | +69.3% | +64.6% |
| 3Y | +144.9% | +16.5% | +128.3% | +122.6% |
| 5Y | +63.0% | -27.2% | +90.2% | +74.2% |
| All | +774.2% | +120.9% | +653.3% | +600.6% |
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