+294.5%
KEEL vs SEI
+574.3%
-279.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +5.1% | -1.3% | +2.1% |
| 7D | +2.9% | +22.6% | -19.7% | -3.8% |
| 30D | +0.8% | +9.1% | -8.2% | -1.9% |
| 3M | -35.3% | -11.3% | -24.0% | -32.8% |
| 6M | +59.4% | +22.0% | +37.4% | +51.2% |
| YTD | +51.9% | +47.3% | +4.6% | +37.7% |
| 1Y | +75.0% | +124.8% | -49.8% | +46.1% |
| 3Y | +224.5% | +591.3% | -366.7% | +104.8% |
| 5Y | -35.9% | +1,008.2% | -1,044.1% | -62.9% |
| All | +294.5% | +574.3% | -279.8% | +133.8% |
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