+174.8%
KDP vs SEI
+647.2%
-472.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.8% | -7.2% | -1.6% |
| 7D | -1.6% | +28.2% | -29.8% | -2.2% |
| 30D | +9.5% | +15.5% | -6.0% | +9.0% |
| 3M | +2.6% | -1.4% | +4.0% | +2.4% |
| 6M | +15.6% | +37.4% | -21.8% | +13.9% |
| YTD | +17.3% | +47.8% | -30.5% | +15.1% |
| 1Y | +20.1% | +174.3% | -154.2% | +14.6% |
| 3Y | +4.9% | +598.5% | -593.6% | -7.2% |
| 5Y | +5.0% | +1,026.2% | -1,021.2% | -11.2% |
| All | +174.8% | +647.2% | -472.4% | +122.3% |
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