+3,862.1%
KR vs SUI
+4,109.4%
-247.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.5% | -1.0% | -2.2% |
| 7D | +1.4% | +6.2% | -4.8% | +0.1% |
| 30D | +14.3% | +8.6% | +5.7% | +12.3% |
| 3M | +18.9% | +1.0% | +17.9% | +18.6% |
| 6M | +3.8% | -2.6% | +6.4% | +4.4% |
| YTD | +10.2% | -0.1% | +10.4% | +10.1% |
| 1Y | +9.2% | +0.5% | +8.7% | +8.9% |
| 3Y | +60.3% | +15.3% | +45.0% | +53.6% |
| 5Y | +78.3% | -26.1% | +104.4% | +85.2% |
| 10Y | +169.9% | +117.8% | +52.0% | +110.7% |
| All | +3,862.1% | +4,109.4% | -247.4% | +1,673.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling