+8.2%
SEI vs KMX
+35.0%
-26.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.9% | +3.3% | -20.2% | -16.6% |
| 7D | -16.4% | +2.1% | -18.6% | -16.2% |
| 30D | -22.9% | +0.5% | -23.4% | -22.5% |
| 3M | -0.3% | -4.1% | +3.8% | -0.3% |
| 6M | -22.3% | +49.5% | -71.8% | -23.9% |
| YTD | +26.2% | +42.7% | -16.5% | +24.2% |
| 1Y | +8.2% | +35.3% | -27.1% | +6.5% |
| All | +8.2% | +35.0% | -26.8% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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