+131.6%
KNX vs SEI
+644.4%
-512.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.1% | -6.6% | -2.1% |
| 7D | -5.6% | +22.6% | -28.2% | -8.1% |
| 30D | -4.4% | +9.1% | -13.5% | -5.8% |
| 3M | -17.3% | -11.3% | -6.0% | -17.1% |
| 6M | +22.6% | +22.0% | +0.6% | +17.5% |
| YTD | +31.1% | +47.3% | -16.1% | +21.9% |
| 1Y | +60.2% | +124.8% | -64.6% | +39.8% |
| 3Y | +35.8% | +591.3% | -555.5% | -5.8% |
| 5Y | +38.9% | +1,008.2% | -969.3% | -14.3% |
| All | +131.6% | +644.4% | -512.8% | +44.6% |
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