+576.0%
RKLB vs SEI
+973.3%
-397.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +16.3% | -13.8% | -2.3% |
| 7D | +5.3% | +28.8% | -23.5% | -2.7% |
| 30D | -20.5% | +10.4% | -30.8% | -23.2% |
| 3M | -42.0% | -11.4% | -30.6% | -40.4% |
| 6M | -6.0% | +31.2% | -37.2% | -13.9% |
| YTD | -5.6% | +39.7% | -45.3% | -15.4% |
| 1Y | +38.0% | +149.0% | -111.0% | +6.4% |
| 3Y | +962.4% | +560.2% | +402.2% | +507.5% |
| 5Y | +336.5% | +955.7% | -619.2% | +134.9% |
| All | +576.0% | +973.3% | -397.3% | +265.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling