-27.0%
SUI vs KIM
+36.8%
-63.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | -2.4% | -1.0% | -1.4% | -1.8% |
| 30D | +3.3% | +14.8% | -11.4% | -4.9% |
| 3M | +0.7% | +8.1% | -7.5% | -4.0% |
| 6M | -4.1% | +11.7% | -15.8% | -10.4% |
| YTD | -1.8% | +30.7% | -32.5% | -16.8% |
| 1Y | -4.1% | +29.7% | -33.8% | -18.3% |
| 3Y | +17.4% | +65.1% | -47.7% | -15.5% |
| 5Y | -27.0% | +34.7% | -61.7% | -40.8% |
| All | -27.0% | +36.8% | -63.8% | -40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 KIM 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