+38.7%
KNX vs SEI
+999.8%
-961.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.1% | -6.6% | -2.0% |
| 7D | -5.6% | +22.6% | -28.2% | -7.6% |
| 30D | -4.4% | +9.1% | -13.5% | -5.5% |
| 3M | -17.3% | -11.3% | -6.0% | -17.0% |
| 6M | +22.6% | +22.0% | +0.6% | +18.6% |
| YTD | +31.1% | +47.3% | -16.1% | +23.8% |
| 1Y | +60.2% | +124.8% | -64.6% | +44.0% |
| 3Y | +35.8% | +591.3% | -555.5% | +1.9% |
| All | +38.7% | +999.8% | -961.1% | -0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling