+549.6%
KGC vs SEI
+597.1%
-47.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.8% | -5.5% | -0.3% |
| 7D | -0.1% | +28.2% | -28.3% | -2.5% |
| 30D | +10.5% | +15.5% | -5.0% | +8.7% |
| 3M | +19.8% | -1.4% | +21.2% | +19.0% |
| 6M | -6.7% | +37.4% | -44.1% | -10.3% |
| YTD | +7.8% | +47.8% | -40.0% | +2.6% |
| 1Y | +35.7% | +174.3% | -138.6% | +24.0% |
| All | +549.6% | +597.1% | -47.5% | +400.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling