+43.5%
KDP vs SEI
+18.6%
+24.9%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -16.9% | +22.8% | +4.8% |
| 7D | +5.3% | -16.4% | +21.8% | +4.3% |
| 30D | +19.1% | -22.9% | +42.0% | +17.8% |
| 3M | +19.2% | -0.3% | +19.4% | +19.1% |
| 6M | +29.3% | -22.3% | +51.6% | +28.7% |
| YTD | +35.5% | +26.2% | +9.4% | +35.0% |
| 1Y | +43.5% | +8.2% | +35.3% | +42.5% |
| All | +43.5% | +18.6% | +24.9% | +42.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling