+26.6%
KGC vs SEI
+147.4%
-120.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.2% | +0.9% | -3.5% |
| 7D | -8.4% | +20.7% | -29.1% | -11.3% |
| 30D | +6.3% | +9.1% | -2.8% | +4.3% |
| 3M | +22.4% | -6.0% | +28.4% | +22.2% |
| 6M | -11.4% | +18.9% | -30.4% | -16.3% |
| YTD | +3.1% | +40.1% | -37.0% | -7.3% |
| 1Y | +26.6% | +120.6% | -94.0% | +7.1% |
| All | +26.6% | +147.4% | -120.8% | +7.1% |
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 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