+83.7%
KEYS vs SUI
-32.1%
+115.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +2.4% |
| 7D | +4.4% | -3.1% | +7.6% | +5.4% |
| 30D | -2.2% | -2.3% | +0.1% | -1.6% |
| 3M | +0.5% | -2.8% | +3.4% | +0.7% |
| 6M | +22.4% | -12.4% | +34.7% | +27.1% |
| YTD | +64.1% | -3.3% | +67.4% | +64.1% |
| 1Y | +97.0% | -5.8% | +102.8% | +98.5% |
| 3Y | +152.0% | +12.5% | +139.5% | +128.5% |
| 5Y | +83.7% | -32.9% | +116.6% | +119.6% |
| All | +83.7% | -32.1% | +115.9% | +119.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling