+20.4%
KEY vs SEI
+105.8%
-85.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.4% | -3.2% | 0.0% |
| 7D | +2.2% | +10.2% | -8.0% | +1.6% |
| 30D | -3.0% | -1.0% | -2.0% | -3.0% |
| 3M | +3.3% | -27.9% | +31.3% | +4.6% |
| 6M | +9.2% | +10.4% | -1.2% | +7.0% |
| YTD | +10.6% | +20.1% | -9.5% | +7.5% |
| 1Y | +20.4% | +109.7% | -89.3% | +13.4% |
| All | +20.4% | +105.8% | -85.4% | +13.4% |
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