+224.5%
KEEL vs SEI
+594.6%
-370.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +5.1% | -1.3% | +1.6% |
| 7D | +2.9% | +22.6% | -19.7% | -6.1% |
| 30D | +0.8% | +9.1% | -8.2% | -3.0% |
| 3M | -35.3% | -11.3% | -24.0% | -32.4% |
| 6M | +59.4% | +22.0% | +37.4% | +47.6% |
| YTD | +51.9% | +47.3% | +4.6% | +32.4% |
| 1Y | +75.0% | +124.8% | -49.8% | +39.0% |
| 3Y | +224.5% | +591.3% | -366.7% | +115.7% |
| All | +224.5% | +594.6% | -370.0% | +115.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling