+63.2%
KKR vs SEI
+594.6%
-531.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.1% | -4.9% | -0.7% |
| 7D | -6.2% | +22.6% | -28.8% | -9.9% |
| 30D | -8.9% | +9.1% | -17.9% | -10.9% |
| 3M | +6.3% | -11.3% | +17.6% | +6.8% |
| 6M | +16.5% | +22.0% | -5.6% | +8.1% |
| YTD | -20.3% | +47.3% | -67.5% | -29.7% |
| 1Y | -29.8% | +124.8% | -154.6% | -44.7% |
| 3Y | +63.2% | +591.3% | -528.1% | -4.4% |
| All | +63.2% | +594.6% | -531.4% | -4.4% |
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 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