+83.3%
KEY vs SEI
+507.3%
-423.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.4% | -3.2% | -0.6% |
| 7D | +2.2% | +10.2% | -8.0% | -0.3% |
| 30D | -3.0% | -1.0% | -2.0% | -3.1% |
| 3M | +3.3% | -27.9% | +31.3% | +9.3% |
| 6M | +9.2% | +10.4% | -1.2% | +1.8% |
| YTD | +10.6% | +20.1% | -9.5% | -0.8% |
| 1Y | +20.4% | +109.7% | -89.3% | -10.5% |
| 3Y | +121.8% | +458.6% | -336.8% | +0.6% |
| 5Y | +41.1% | +775.3% | -734.2% | -50.9% |
| All | +83.3% | +507.3% | -423.9% | -37.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling