+4,145.4%
SUI vs KIM
+1,749.6%
+2,395.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.1% |
| 7D | +8.8% | +5.0% | +3.8% | +6.4% |
| 30D | +8.9% | +15.8% | -6.8% | +1.8% |
| 3M | +2.0% | +4.3% | -2.2% | +0.1% |
| 6M | -0.6% | +11.4% | -12.0% | -5.5% |
| YTD | +1.3% | +30.8% | -29.4% | -10.7% |
| 1Y | +1.3% | +31.4% | -30.2% | -11.0% |
| 3Y | +16.3% | +57.7% | -41.4% | -6.8% |
| 5Y | -25.1% | +31.7% | -56.8% | -35.3% |
| 10Y | +121.1% | +67.4% | +53.7% | +47.5% |
| All | +4,145.4% | +1,749.6% | +2,395.8% | +1,254.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling