+20.5%
APA vs SEI
+605.9%
-585.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +2.1% |
| 7D | +8.5% | +10.5% | -1.9% | +4.1% |
| 30D | +2.8% | -8.0% | +10.8% | +3.2% |
| 3M | +21.7% | +6.7% | +15.0% | +11.6% |
| 6M | +32.6% | -17.0% | +49.6% | +28.1% |
| YTD | +103.7% | +39.7% | +64.0% | +44.8% |
| 1Y | +101.8% | +43.2% | +58.6% | +39.0% |
| 3Y | +48.1% | +676.3% | -628.3% | -73.2% |
| 5Y | +91.9% | +891.0% | -799.1% | -73.8% |
| All | +20.5% | +605.9% | -585.5% | -80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 10y: compounded portfolio wealth divided by compounded SEI 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…
10y analysis · Full analysis span regression · 6 months rolling