-5.4%
RKT vs SEI
+889.7%
-895.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.1% |
| 7D | -9.0% | +10.5% | -19.4% | -9.6% |
| 30D | +30.2% | -8.0% | +38.2% | +30.0% |
| 3M | -8.8% | +6.7% | -15.6% | -10.8% |
| 6M | -0.9% | -17.0% | +16.1% | -1.4% |
| YTD | -29.2% | +39.7% | -68.8% | -33.5% |
| 1Y | -20.1% | +43.2% | -63.2% | -25.2% |
| 3Y | +81.3% | +676.3% | -595.0% | +21.5% |
| All | -5.4% | +889.7% | -895.1% | -45.9% |
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