+230.1%
KDP vs SEI
+616.9%
-386.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.7% | -3.0% | +1.7% |
| 7D | +4.0% | +12.4% | -8.5% | +3.7% |
| 30D | +16.8% | -18.3% | +35.1% | +17.1% |
| 3M | +32.0% | +10.4% | +21.6% | +31.2% |
| 6M | +35.2% | -12.9% | +48.0% | +34.8% |
| YTD | +40.9% | +41.8% | -0.9% | +37.9% |
| 1Y | +47.7% | +30.3% | +17.4% | +44.8% |
| 3Y | +34.8% | +697.3% | -662.6% | +17.9% |
| 5Y | +22.6% | +877.0% | -854.3% | +4.2% |
| All | +230.1% | +616.9% | -386.8% | +166.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling