+29.6%
KEY vs SEI
+18.6%
+11.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -16.9% | +18.4% | +2.1% |
| 7D | +1.7% | -16.4% | +18.1% | +2.2% |
| 30D | +6.8% | -22.9% | +29.7% | +7.6% |
| 3M | -5.8% | -0.3% | -5.5% | -6.6% |
| 6M | +1.4% | -22.3% | +23.8% | +1.3% |
| YTD | +7.5% | +26.2% | -18.7% | +2.6% |
| 1Y | +29.6% | +8.2% | +21.4% | +25.4% |
| All | +29.6% | +18.6% | +11.0% | +25.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling