+3,966.8%
KR vs SUI
+4,038.8%
-71.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.5% |
| 7D | +0.8% | -2.4% | +3.2% | +1.3% |
| 30D | +11.1% | +3.3% | +7.7% | +10.3% |
| 3M | +24.4% | +0.7% | +23.7% | +24.2% |
| 6M | +8.5% | -4.1% | +12.7% | +9.5% |
| YTD | +13.1% | -1.8% | +14.9% | +13.4% |
| 1Y | +9.3% | -4.1% | +13.4% | +10.1% |
| 3Y | +69.3% | +17.4% | +51.9% | +61.6% |
| 5Y | +83.2% | -27.0% | +110.2% | +90.8% |
| 10Y | +154.6% | +121.2% | +33.4% | +98.1% |
| All | +3,966.8% | +4,038.8% | -71.9% | +1,727.0% |
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 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