+50.6%
RBRK vs SEI
+26.0%
+24.7%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +5.1% | -7.6% | -2.7% |
| 7D | -7.5% | +22.6% | -30.1% | -8.2% |
| 30D | -10.4% | +9.1% | -19.5% | -11.0% |
| 3M | +21.3% | -11.3% | +32.6% | +19.6% |
| 6M | +50.6% | +22.0% | +28.6% | +43.5% |
| All | +50.6% | +26.0% | +24.7% | +43.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling