-27.1%
RKT vs SEI
+985.4%
-1,012.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.1% | -5.2% | -0.5% |
| 7D | -6.3% | +22.6% | -28.8% | -8.1% |
| 30D | -6.2% | +9.1% | -15.3% | -7.2% |
| 3M | -1.9% | -11.3% | +9.5% | -1.5% |
| 6M | -13.0% | +22.0% | -35.0% | -15.6% |
| YTD | -31.9% | +47.3% | -79.2% | -35.2% |
| 1Y | -37.6% | +124.8% | -162.3% | -43.1% |
| 3Y | +36.8% | +591.3% | -554.5% | +0.7% |
| 5Y | -9.7% | +1,008.2% | -1,018.0% | -37.5% |
| All | -27.1% | +985.4% | -1,012.5% | -52.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling