+37.6%
KR vs SUI
+13.6%
+24.0%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.2% |
| 7D | +1.5% | -2.8% | +4.3% | +2.0% |
| 30D | +4.1% | -1.2% | +5.3% | +4.3% |
| 3M | -5.2% | -1.7% | -3.5% | -4.9% |
| 6M | -12.8% | -10.5% | -2.3% | -11.4% |
| YTD | -4.6% | -1.8% | -2.8% | -4.3% |
| 1Y | -11.7% | -4.1% | -7.6% | -11.2% |
| All | +37.6% | +13.6% | +24.0% | +35.0% |
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