+141.5%
KR vs SEI
+644.4%
-502.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.1% | -2.4% | +2.6% |
| 7D | -0.2% | +22.6% | -22.8% | -0.5% |
| 30D | +5.1% | +9.1% | -4.0% | +4.9% |
| 3M | -8.2% | -11.3% | +3.2% | -8.0% |
| 6M | -18.0% | +22.0% | -40.0% | -18.7% |
| YTD | -4.8% | +47.3% | -52.0% | -6.2% |
| 1Y | -11.0% | +124.8% | -135.8% | -14.1% |
| 3Y | +37.7% | +591.3% | -553.6% | +20.1% |
| 5Y | +52.8% | +1,008.2% | -955.4% | +28.0% |
| All | +141.5% | +644.4% | -502.9% | +101.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling