+79.6%
KEY vs SEI
+647.2%
-567.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.8% | -6.1% | -1.7% |
| 7D | -0.3% | +28.2% | -28.6% | -6.7% |
| 30D | -3.3% | +15.5% | -18.7% | -7.4% |
| 3M | -0.7% | -1.4% | +0.6% | -3.2% |
| 6M | +12.5% | +37.4% | -24.9% | -1.1% |
| YTD | +8.4% | +47.8% | -39.4% | -8.1% |
| 1Y | +18.4% | +174.3% | -155.9% | -18.1% |
| 3Y | +123.3% | +598.5% | -475.1% | -4.8% |
| 5Y | +38.8% | +1,026.2% | -987.4% | -55.1% |
| All | +79.6% | +647.2% | -567.5% | -42.5% |
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