-26.6%
RKT vs SEI
+105.8%
-132.4%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.4% | -4.6% | -1.5% |
| 7D | +2.1% | +10.2% | -8.1% | +1.0% |
| 30D | +1.4% | -1.0% | +2.5% | +1.3% |
| 3M | +6.3% | -27.9% | +34.2% | +10.0% |
| 6M | -15.5% | +10.4% | -25.8% | -18.4% |
| YTD | -27.4% | +20.1% | -47.5% | -30.4% |
| 1Y | -26.6% | +109.7% | -136.3% | -31.7% |
| All | -26.6% | +105.8% | -132.4% | -31.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling