+33.0%
KRE vs SUI
-32.0%
+64.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.7% |
| 7D | +1.3% | -2.8% | +4.1% | +2.5% |
| 30D | -2.7% | -1.2% | -1.5% | -2.3% |
| 3M | +8.2% | -1.7% | +9.9% | +8.7% |
| 6M | +12.8% | -10.5% | +23.3% | +17.9% |
| YTD | +17.5% | -1.8% | +19.3% | +17.7% |
| 1Y | +16.6% | -4.1% | +20.7% | +17.8% |
| 3Y | +79.5% | +11.3% | +68.2% | +66.1% |
| All | +33.0% | -32.0% | +64.9% | +44.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling