+61,246.3%
SU vs KEY
+1,050.5%
+60,195.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | +3.6% | +2.2% | +1.4% | +2.9% |
| 30D | +7.9% | -3.0% | +10.9% | +8.7% |
| 3M | +3.5% | +3.3% | +0.2% | +2.2% |
| 6M | +19.0% | +9.2% | +9.8% | +15.2% |
| YTD | +55.0% | +10.6% | +44.3% | +49.1% |
| 1Y | +71.2% | +20.4% | +50.8% | +60.3% |
| 3Y | +117.4% | +121.8% | -4.4% | +65.4% |
| 5Y | +335.2% | +41.1% | +294.0% | +262.6% |
| 10Y | +248.7% | +168.5% | +80.2% | +138.0% |
| All | +61,246.3% | +1,050.5% | +60,195.7% | +21,969.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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