+42.9%
APA vs SEI
+696.4%
-653.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.7% | -1.1% | +2.9% |
| 7D | +5.1% | +12.4% | -7.4% | +3.1% |
| 30D | +0.3% | -18.3% | +18.6% | +2.3% |
| 3M | +15.6% | +10.4% | +5.2% | +12.2% |
| 6M | +28.9% | -12.9% | +41.8% | +27.9% |
| YTD | +96.6% | +41.8% | +54.7% | +74.2% |
| 1Y | +95.5% | +30.3% | +65.2% | +75.1% |
| All | +42.9% | +696.4% | -653.6% | -22.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling