+65.9%
KNX vs SEI
+105.8%
-39.9%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.4% | +0.3% | +3.5% |
| 7D | +7.4% | +10.2% | -2.9% | +6.6% |
| 30D | +2.0% | -1.0% | +3.0% | +2.0% |
| 3M | -7.9% | -27.9% | +20.0% | -5.9% |
| 6M | +14.4% | +10.4% | +4.0% | +13.2% |
| YTD | +38.9% | +20.1% | +18.8% | +36.5% |
| 1Y | +65.9% | +109.7% | -43.8% | +66.0% |
| All | +65.9% | +105.8% | -39.9% | +66.0% |
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 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