+729.3%
KGC vs SEI
+507.3%
+222.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.4% | -5.7% | -2.7% |
| 7D | -1.3% | +10.2% | -11.5% | -2.3% |
| 30D | +20.3% | -1.0% | +21.3% | +20.2% |
| 3M | +8.1% | -27.9% | +36.0% | +11.1% |
| 6M | -8.8% | +10.4% | -19.2% | -10.9% |
| YTD | +10.1% | +20.1% | -10.1% | +6.1% |
| 1Y | +44.2% | +109.7% | -65.5% | +30.7% |
| 3Y | +533.0% | +458.6% | +74.4% | +377.7% |
| 5Y | +443.0% | +775.3% | -332.3% | +282.8% |
| All | +729.3% | +507.3% | +222.1% | +457.8% |
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