+33.1%
KRE vs SEI
+950.2%
-917.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.2% | +5.7% | +1.2% |
| 7D | -1.4% | +20.7% | -22.1% | -4.2% |
| 30D | -3.9% | +9.1% | -13.0% | -5.5% |
| 3M | +3.6% | -6.0% | +9.6% | +2.9% |
| 6M | +15.4% | +18.9% | -3.6% | +9.2% |
| YTD | +15.2% | +40.1% | -24.9% | +5.2% |
| 1Y | +16.5% | +120.6% | -104.2% | -3.3% |
| 3Y | +85.2% | +562.1% | -477.0% | +8.0% |
| 5Y | +33.1% | +954.5% | -921.4% | -38.2% |
| All | +33.1% | +950.2% | -917.1% | -38.2% |
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