-35.7%
KWEB vs SEI
+608.3%
-644.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.2% | +3.8% | -0.7% |
| 7D | -4.3% | +20.7% | -25.0% | -6.8% |
| 30D | -13.0% | +9.1% | -22.1% | -14.3% |
| 3M | -7.6% | -6.0% | -1.6% | -8.2% |
| 6M | -21.1% | +18.9% | -40.1% | -24.6% |
| YTD | -28.2% | +40.1% | -68.4% | -33.3% |
| 1Y | -34.9% | +120.6% | -155.5% | -43.6% |
| 3Y | -0.8% | +562.1% | -562.9% | -34.7% |
| 5Y | -43.6% | +954.5% | -998.0% | -66.9% |
| All | -35.7% | +608.3% | -644.0% | -62.3% |
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