+591.3%
SEI vs KMX
-25.1%
+616.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.3% | +3.8% | +4.8% |
| 7D | +22.6% | -3.1% | +25.7% | +23.3% |
| 30D | +9.1% | +4.4% | +4.6% | +7.4% |
| 3M | -11.3% | +18.9% | -30.2% | -16.0% |
| 6M | +22.0% | +44.3% | -22.3% | +8.1% |
| YTD | +47.3% | +58.7% | -11.4% | +25.8% |
| 1Y | +124.8% | +0.1% | +124.6% | +123.7% |
| 3Y | +591.3% | -24.4% | +615.7% | +655.5% |
| All | +591.3% | -25.1% | +616.4% | +655.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling