+119.4%
KEYS vs SUI
+15.1%
+104.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.5% | +5.9% | +4.4% |
| 7D | -11.4% | +6.2% | -17.6% | -11.6% |
| 30D | -28.7% | +8.6% | -37.2% | -29.1% |
| 3M | -19.2% | +1.0% | -20.2% | -19.2% |
| 6M | -25.8% | -2.6% | -23.2% | -25.4% |
| YTD | +33.9% | -0.1% | +34.1% | +33.7% |
| 1Y | +47.1% | +0.5% | +46.6% | +46.5% |
| 3Y | +119.4% | +15.3% | +104.2% | +99.6% |
| All | +119.4% | +15.1% | +104.3% | +99.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling