+158.3%
KMI vs SEI
+647.2%
-488.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.8% | -7.6% | -2.8% |
| 7D | -1.8% | +28.2% | -30.0% | -6.4% |
| 30D | +0.1% | +15.5% | -15.4% | -3.1% |
| 3M | +1.2% | -1.4% | +2.5% | -0.8% |
| 6M | -3.9% | +37.4% | -41.3% | -12.9% |
| YTD | +17.5% | +47.8% | -30.3% | +3.6% |
| 1Y | +22.6% | +174.3% | -151.7% | -7.6% |
| 3Y | +116.3% | +598.5% | -482.2% | +13.0% |
| 5Y | +157.6% | +1,026.2% | -868.6% | +9.5% |
| All | +158.3% | +647.2% | -488.9% | +6.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling