+40.8%
KEY vs SEI
+924.7%
-883.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +16.3% | -18.0% | -4.5% |
| 7D | +2.7% | +28.8% | -26.1% | -1.8% |
| 30D | -3.2% | +10.4% | -13.6% | -5.3% |
| 3M | +1.0% | -11.4% | +12.4% | +1.2% |
| 6M | +11.9% | +31.2% | -19.3% | +3.3% |
| YTD | +8.7% | +39.7% | -31.0% | -1.9% |
| 1Y | +18.5% | +149.0% | -130.5% | -6.8% |
| 3Y | +124.0% | +560.2% | -436.2% | +21.0% |
| 5Y | +40.8% | +955.7% | -914.9% | -40.3% |
| All | +40.8% | +924.7% | -883.9% | -40.3% |
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