-1.9%
KWEB vs SEI
+594.6%
-596.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.1% | -4.4% | +0.4% |
| 7D | -5.6% | +22.6% | -28.1% | -6.8% |
| 30D | -10.7% | +9.1% | -19.8% | -11.3% |
| 3M | -7.4% | -11.3% | +3.9% | -7.2% |
| 6M | -19.3% | +22.0% | -41.3% | -21.1% |
| YTD | -27.8% | +47.3% | -75.0% | -30.4% |
| 1Y | -35.9% | +124.8% | -160.7% | -39.8% |
| 3Y | -1.9% | +591.3% | -593.2% | -19.6% |
| All | -1.9% | +594.6% | -596.5% | -19.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling