-31.2%
SUI vs KIM
+34.4%
-65.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.2% | -0.2% |
| 7D | -2.8% | +0.4% | -3.2% | -3.1% |
| 30D | -1.2% | -4.0% | +2.8% | +1.2% |
| 3M | -1.7% | +0.5% | -2.3% | -2.1% |
| 6M | -10.5% | +3.6% | -14.1% | -12.5% |
| YTD | -1.8% | +20.4% | -22.3% | -12.3% |
| 1Y | -4.1% | +9.7% | -13.8% | -9.6% |
| 3Y | +11.3% | +46.0% | -34.7% | -12.9% |
| All | -31.2% | +34.4% | -65.7% | -43.9% |
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