+135.1%
KR vs SEI
+608.3%
-473.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.2% | +6.1% | +1.0% |
| 7D | -2.7% | +20.7% | -23.3% | -2.9% |
| 30D | +1.9% | +9.1% | -7.2% | +1.8% |
| 3M | -11.0% | -6.0% | -5.1% | -11.1% |
| 6M | -20.2% | +18.9% | -39.1% | -20.9% |
| YTD | -7.3% | +40.1% | -47.4% | -8.6% |
| 1Y | -13.1% | +120.6% | -133.7% | -16.1% |
| 3Y | +29.7% | +562.1% | -532.4% | +13.2% |
| 5Y | +48.8% | +954.5% | -905.7% | +24.8% |
| All | +135.1% | +608.3% | -473.2% | +96.0% |
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 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