+87.3%
BKR vs SEI
+608.3%
-521.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -5.2% | -1.5% | -5.1% |
| 7D | -6.7% | +20.7% | -27.3% | -12.2% |
| 30D | -8.3% | +9.1% | -17.5% | -11.6% |
| 3M | -5.4% | -6.0% | +0.6% | -6.7% |
| 6M | +0.8% | +18.9% | -18.1% | -9.0% |
| YTD | +31.8% | +40.1% | -8.3% | +10.6% |
| 1Y | +28.6% | +120.6% | -92.1% | -10.3% |
| 3Y | +71.2% | +562.1% | -490.9% | -37.4% |
| 5Y | +179.2% | +954.5% | -775.2% | -24.8% |
| All | +87.3% | +608.3% | -521.1% | -49.0% |
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