+527.0%
KKR vs SEI
+644.4%
-117.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.1% | -4.9% | -0.9% |
| 7D | -6.2% | +22.6% | -28.8% | -10.6% |
| 30D | -8.9% | +9.1% | -17.9% | -11.3% |
| 3M | +6.3% | -11.3% | +17.6% | +6.6% |
| 6M | +16.5% | +22.0% | -5.6% | +7.0% |
| YTD | -20.3% | +47.3% | -67.5% | -30.7% |
| 1Y | -29.8% | +124.8% | -154.6% | -45.9% |
| 3Y | +63.2% | +591.3% | -528.1% | -13.9% |
| 5Y | +68.0% | +1,008.2% | -940.3% | -25.4% |
| All | +527.0% | +644.4% | -117.4% | +167.4% |
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