+44.2%
KGC vs SEI
+105.8%
-61.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.4% | -5.7% | -2.8% |
| 7D | -1.3% | +10.2% | -11.5% | -2.9% |
| 30D | +20.3% | -1.0% | +21.3% | +19.9% |
| 3M | +8.1% | -27.9% | +36.0% | +13.1% |
| 6M | -8.8% | +10.4% | -19.2% | -12.7% |
| YTD | +10.1% | +20.1% | -10.1% | +2.2% |
| 1Y | +44.2% | +109.7% | -65.5% | +24.9% |
| All | +44.2% | +105.8% | -61.6% | +24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling