+179.2%
KDP vs SEI
+507.3%
-328.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.4% | -4.3% | -1.0% |
| 7D | +1.3% | +10.2% | -9.0% | +1.0% |
| 30D | +6.0% | -1.0% | +7.0% | +5.9% |
| 3M | +9.2% | -27.9% | +37.1% | +9.9% |
| 6M | +14.7% | +10.4% | +4.3% | +13.7% |
| YTD | +19.2% | +20.1% | -1.0% | +17.5% |
| 1Y | +15.2% | +109.7% | -94.6% | +10.8% |
| 3Y | +6.0% | +458.6% | -452.7% | -5.7% |
| 5Y | +5.4% | +775.3% | -769.9% | -10.1% |
| All | +179.2% | +507.3% | -328.1% | +127.1% |
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