+14.5%
KEY vs SEI
+889.7%
-875.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +0.8% |
| 7D | +2.9% | +10.5% | -7.5% | +1.4% |
| 30D | +8.4% | -8.0% | +16.5% | +8.5% |
| 3M | -5.8% | +6.7% | -12.5% | -8.9% |
| 6M | +5.4% | -17.0% | +22.5% | +4.7% |
| YTD | +7.1% | +39.7% | -32.6% | -5.0% |
| 1Y | +26.8% | +43.2% | -16.4% | +11.2% |
| 3Y | +128.7% | +676.3% | -547.7% | +17.2% |
| All | +14.5% | +889.7% | -875.3% | -50.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling