-10.7%
KHC vs SEI
+565.9%
-576.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +16.3% | -16.1% | +0.8% |
| 7D | -2.2% | +28.8% | -31.1% | -1.3% |
| 30D | -0.1% | +10.4% | -10.4% | +0.3% |
| 3M | +8.3% | -11.4% | +19.8% | +8.5% |
| 6M | +5.0% | +31.2% | -26.2% | +6.0% |
| YTD | +8.0% | +39.7% | -31.7% | +9.2% |
| 1Y | -1.1% | +149.0% | -150.1% | +0.2% |
| 3Y | -10.7% | +560.2% | -570.9% | -11.0% |
| All | -10.7% | +565.9% | -576.6% | -11.0% |
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