-14.7%
KR vs SUI
-6.7%
-7.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | 0.0% | -0.9% |
| 7D | -3.1% | -4.3% | +1.2% | -1.6% |
| 30D | +0.6% | -2.1% | +2.7% | +1.3% |
| 3M | -9.8% | -6.1% | -3.7% | -8.1% |
| 6M | -22.1% | -12.8% | -9.4% | -20.0% |
| YTD | -8.1% | -4.6% | -3.5% | -6.7% |
| 1Y | -14.7% | -7.7% | -7.0% | -12.7% |
| All | -14.7% | -6.7% | -7.9% | -12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling