+3,328.9%
KR vs SUI
+4,037.5%
-708.6%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.2% |
| 7D | +1.5% | -2.8% | +4.3% | +2.1% |
| 30D | +4.1% | -1.2% | +5.3% | +4.3% |
| 3M | -5.2% | -1.7% | -3.5% | -4.8% |
| 6M | -12.8% | -10.5% | -2.3% | -10.8% |
| YTD | -4.6% | -1.8% | -2.8% | -4.4% |
| 1Y | -11.7% | -4.1% | -7.6% | -11.1% |
| 3Y | +36.3% | +11.3% | +25.0% | +31.4% |
| 5Y | +40.0% | -32.1% | +72.1% | +48.0% |
| 10Y | +122.2% | +110.4% | +11.8% | +74.7% |
| All | +3,328.9% | +4,037.5% | -708.6% | +1,440.6% |
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 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