+37.4%
SEI vs KMX
+47.5%
-10.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.5% | +6.3% | +5.8% |
| 7D | +28.2% | -1.9% | +30.1% | +28.0% |
| 30D | +15.5% | +2.6% | +12.9% | +14.9% |
| 3M | -1.4% | +25.6% | -26.9% | -3.2% |
| 6M | +37.4% | +41.9% | -4.4% | +24.3% |
| All | +37.4% | +47.5% | -10.1% | +24.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling