-0.9%
KHC vs SEI
+134.3%
-135.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.1% | -4.2% | +1.4% |
| 7D | -1.0% | +22.6% | -23.6% | +1.2% |
| 30D | +1.9% | +9.1% | -7.2% | +3.0% |
| 3M | +3.2% | -11.3% | +14.5% | +3.5% |
| 6M | +10.0% | +22.0% | -12.1% | +13.1% |
| YTD | +6.7% | +47.3% | -40.6% | +11.8% |
| 1Y | -0.9% | +124.8% | -125.7% | +8.2% |
| All | -0.9% | +134.3% | -135.2% | +8.2% |
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