+267.2%
KLAC vs SEI
+560.9%
-293.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.2% | +2.1% | -1.9% |
| 7D | +2.5% | +20.7% | -18.2% | -2.3% |
| 30D | -11.5% | +9.1% | -20.6% | -13.8% |
| 3M | -16.9% | -6.0% | -10.9% | -16.0% |
| 6M | +22.2% | +18.9% | +3.3% | +18.1% |
| YTD | +46.4% | +40.1% | +6.2% | +37.2% |
| 1Y | +91.0% | +120.6% | -29.6% | +67.6% |
| All | +267.2% | +560.9% | -293.7% | +169.3% |
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