+5.8%
APA vs SEI
+507.3%
-501.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.4% | -6.6% | -4.6% |
| 7D | +0.5% | +10.2% | -9.7% | -3.7% |
| 30D | +23.4% | -1.0% | +24.4% | +22.7% |
| 3M | +12.7% | -27.9% | +40.6% | +22.2% |
| 6M | +39.4% | +10.4% | +29.0% | +19.8% |
| YTD | +79.0% | +20.1% | +58.8% | +42.5% |
| 1Y | +88.8% | +109.7% | -20.9% | +7.7% |
| 3Y | +6.4% | +458.6% | -452.3% | -75.9% |
| 5Y | +153.0% | +775.3% | -622.3% | -62.2% |
| All | +5.8% | +507.3% | -501.4% | -80.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling