+175.6%
APA vs SEI
+1,021.5%
-846.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.8% | -2.8% | +1.5% |
| 7D | +0.3% | +28.2% | -27.9% | -6.2% |
| 30D | +9.3% | +15.5% | -6.2% | +4.4% |
| 3M | +23.3% | -1.4% | +24.7% | +19.7% |
| 6M | +39.5% | +37.4% | +2.1% | +19.7% |
| YTD | +87.6% | +47.8% | +39.8% | +53.6% |
| 1Y | +114.2% | +174.3% | -60.1% | +36.7% |
| 3Y | +13.6% | +598.5% | -584.9% | -62.3% |
| 5Y | +175.6% | +1,026.2% | -850.6% | -41.4% |
| All | +175.6% | +1,021.5% | -846.0% | -41.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling