+942.2%
RKLB vs SEI
+594.6%
+347.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.1% | -3.5% | -0.1% |
| 7D | -2.0% | +22.6% | -24.6% | -9.1% |
| 30D | -22.4% | +9.1% | -31.5% | -25.3% |
| 3M | -45.2% | -11.3% | -33.8% | -43.7% |
| 6M | -12.5% | +22.0% | -34.5% | -19.3% |
| YTD | -9.8% | +47.3% | -57.0% | -22.1% |
| 1Y | +30.0% | +124.8% | -94.8% | -0.5% |
| 3Y | +942.2% | +591.3% | +350.9% | +410.5% |
| All | +942.2% | +594.6% | +347.6% | +410.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling