+49.5%
RKLB vs SCHD
+30.7%
+18.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +1.2% |
| 7D | -0.2% | -0.3% | +0.1% | 0.0% |
| 30D | -14.1% | +3.4% | -17.6% | -16.2% |
| 3M | -46.4% | +7.6% | -54.1% | -50.1% |
| 6M | -10.6% | +12.2% | -22.8% | -22.0% |
| YTD | -7.9% | +29.0% | -36.8% | -29.4% |
| 1Y | +49.5% | +30.3% | +19.2% | +7.0% |
| All | +49.5% | +30.7% | +18.8% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 SCHD 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