+231.5%
RKLB vs SEI
+950.2%
-718.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.2% | +3.4% | -0.1% |
| 7D | -2.9% | +20.7% | -23.5% | -9.0% |
| 30D | -22.6% | +9.1% | -31.7% | -25.2% |
| 3M | -41.0% | -6.0% | -35.0% | -40.4% |
| 6M | -10.1% | +18.9% | -29.0% | -15.9% |
| YTD | -11.2% | +40.1% | -51.3% | -21.4% |
| 1Y | +34.2% | +120.6% | -86.4% | +4.7% |
| 3Y | +899.4% | +562.1% | +337.2% | +432.8% |
| 5Y | +231.5% | +954.5% | -723.0% | +65.9% |
| All | +231.5% | +950.2% | -718.6% | +65.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling