-9.7%
RKT vs SEDG
-86.8%
+77.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.4% | -6.2% | -2.5% |
| 7D | -7.2% | +8.7% | -16.0% | -8.7% |
| 30D | -7.9% | +10.3% | -18.2% | -9.7% |
| 3M | +5.2% | -32.6% | +37.8% | +10.3% |
| 6M | -14.9% | -3.6% | -11.3% | -19.0% |
| YTD | -31.9% | +27.4% | -59.3% | -39.3% |
| 1Y | -36.9% | +24.9% | -61.8% | -44.9% |
| 3Y | +35.7% | -75.3% | +111.0% | +61.7% |
| 5Y | -9.7% | -86.3% | +76.6% | +14.8% |
| All | -9.7% | -86.8% | +77.1% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SEDG.
Daily Out/Under-Performance
Portfolio return minus SEDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEDG 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 SEDG 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