+280.1%
KEEL vs SEI
+541.6%
-261.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -5.2% | -2.1% | -5.6% |
| 7D | +2.7% | +20.7% | -18.0% | -3.5% |
| 30D | +4.6% | +9.1% | -4.6% | +1.7% |
| 3M | -34.5% | -6.0% | -28.5% | -33.0% |
| 6M | +59.3% | +18.9% | +40.3% | +52.6% |
| YTD | +46.4% | +40.1% | +6.3% | +34.9% |
| 1Y | +96.6% | +120.6% | -24.1% | +65.9% |
| 3Y | +182.0% | +562.1% | -380.2% | +80.6% |
| 5Y | -38.2% | +954.5% | -992.7% | -63.7% |
| All | +280.1% | +541.6% | -261.5% | +129.0% |
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