+171.6%
BKR vs SEI
+999.8%
-828.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.1% | -5.7% | -1.7% |
| 7D | -7.0% | +22.6% | -29.6% | -11.2% |
| 30D | -8.1% | +9.1% | -17.2% | -10.3% |
| 3M | -6.6% | -11.3% | +4.7% | -5.9% |
| 6M | +0.9% | +22.0% | -21.2% | -6.4% |
| YTD | +31.1% | +47.3% | -16.2% | +14.9% |
| 1Y | +27.7% | +124.8% | -97.1% | -1.2% |
| 3Y | +71.2% | +591.3% | -520.1% | -18.7% |
| All | +171.6% | +999.8% | -828.2% | -1.8% |
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