+30.3%
SEI vs ALK
-3.2%
+33.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.2% | +6.0% | +5.0% |
| 7D | +12.4% | +2.6% | +9.8% | +11.9% |
| 30D | -18.3% | +7.8% | -26.1% | -19.5% |
| 3M | +10.4% | -15.2% | +25.7% | +17.1% |
| 6M | -12.9% | +5.0% | -17.9% | -15.5% |
| YTD | +41.8% | -18.4% | +60.3% | +47.9% |
| 1Y | +30.3% | -2.4% | +32.7% | +25.6% |
| All | +30.3% | -3.2% | +33.5% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 1y: compounded portfolio wealth divided by compounded ALK 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…
1y analysis · Full analysis span regression · 6 months rolling