-25.7%
RKT vs SEI
+989.4%
-1,015.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +5.8% | -8.6% | -3.3% |
| 7D | -1.0% | +28.2% | -29.2% | -3.3% |
| 30D | -2.4% | +15.5% | -17.9% | -3.9% |
| 3M | +1.9% | -1.4% | +3.3% | +1.2% |
| 6M | -13.9% | +37.4% | -51.3% | -17.4% |
| YTD | -30.6% | +47.8% | -78.5% | -34.0% |
| 1Y | -34.4% | +174.3% | -208.7% | -41.2% |
| 3Y | +38.2% | +598.5% | -560.3% | +1.6% |
| 5Y | -9.7% | +1,026.2% | -1,035.9% | -37.5% |
| All | -25.7% | +989.4% | -1,015.1% | -51.5% |
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