+1,975.7%
KLAC vs SEI
+644.4%
+1,331.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.1% | -3.1% | +0.8% |
| 7D | -2.7% | +22.6% | -25.3% | -7.5% |
| 30D | -13.2% | +9.1% | -22.3% | -15.3% |
| 3M | -25.0% | -11.3% | -13.7% | -23.3% |
| 6M | +23.6% | +22.0% | +1.6% | +17.8% |
| YTD | +49.2% | +47.3% | +1.9% | +36.4% |
| 1Y | +89.3% | +124.8% | -35.4% | +58.2% |
| 3Y | +274.4% | +591.3% | -316.9% | +123.4% |
| 5Y | +440.9% | +1,008.2% | -567.3% | +169.0% |
| All | +1,975.7% | +644.4% | +1,331.3% | +878.6% |
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