+40.9%
KNX vs SEI
+18.6%
+22.4%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -16.9% | +16.2% | 0.0% |
| 7D | +2.5% | -16.4% | +18.9% | +3.1% |
| 30D | -4.4% | -22.9% | +18.5% | -3.5% |
| 3M | -12.7% | -0.3% | -12.4% | -13.5% |
| 6M | +0.9% | -22.3% | +23.2% | +1.9% |
| YTD | +20.3% | +26.2% | -5.8% | +16.5% |
| 1Y | +40.9% | +8.2% | +32.7% | +37.8% |
| All | +40.9% | +18.6% | +22.4% | +37.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling