+153.7%
KMI vs SEI
+644.4%
-490.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.1% | -5.4% | -1.2% |
| 7D | -1.7% | +22.6% | -24.3% | -5.6% |
| 30D | -2.7% | +9.1% | -11.8% | -4.8% |
| 3M | -0.7% | -11.3% | +10.7% | -0.4% |
| 6M | -5.0% | +22.0% | -27.0% | -11.7% |
| YTD | +15.5% | +47.3% | -31.8% | +1.8% |
| 1Y | +16.4% | +124.8% | -108.3% | -8.2% |
| 3Y | +114.2% | +591.3% | -477.1% | +12.2% |
| 5Y | +153.3% | +1,008.2% | -855.0% | +8.1% |
| All | +153.7% | +644.4% | -490.7% | +4.2% |
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