+43.2%
KO vs SEI
+18.6%
+24.7%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -16.9% | +18.0% | -0.3% |
| 7D | +4.4% | -16.4% | +20.9% | +3.1% |
| 30D | +10.7% | -22.9% | +33.6% | +9.1% |
| 3M | +11.3% | -0.3% | +11.6% | +12.1% |
| 6M | +24.0% | -22.3% | +46.4% | +23.7% |
| YTD | +39.7% | +26.2% | +13.5% | +44.0% |
| 1Y | +43.2% | +8.2% | +35.0% | +46.1% |
| All | +43.2% | +18.6% | +24.7% | +46.1% |
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 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