+90.1%
KEYS vs SEI
+999.8%
-909.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.1% | -1.1% | +3.2% |
| 7D | +3.5% | +22.6% | -19.1% | +0.3% |
| 30D | -4.5% | +9.1% | -13.6% | -5.9% |
| 3M | -0.4% | -11.3% | +10.9% | +0.4% |
| 6M | +19.1% | +22.0% | -2.9% | +15.0% |
| YTD | +66.7% | +47.3% | +19.4% | +56.9% |
| 1Y | +96.5% | +124.8% | -28.3% | +76.3% |
| 3Y | +155.2% | +591.3% | -436.1% | +94.6% |
| All | +90.1% | +999.8% | -909.7% | +39.6% |
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