-56.4%
KHC vs SEI
+644.4%
-700.8%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.1% | -4.2% | +0.6% |
| 7D | -1.0% | +22.6% | -23.6% | -2.1% |
| 30D | +1.9% | +9.1% | -7.2% | +1.3% |
| 3M | +3.2% | -11.3% | +14.5% | +3.4% |
| 6M | +10.0% | +22.0% | -12.1% | +7.4% |
| YTD | +6.7% | +47.3% | -40.6% | +2.4% |
| 1Y | -0.9% | +124.8% | -125.7% | -8.7% |
| 3Y | -13.6% | +591.3% | -604.8% | -33.5% |
| 5Y | -12.8% | +1,008.2% | -1,021.1% | -40.3% |
| All | -56.4% | +644.4% | -700.8% | -71.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling