-7.4%
RKLB vs SCHD
+42.1%
-49.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.9% | -5.6% | -4.2% |
| 7D | -10.6% | +3.2% | -13.8% | -11.5% |
| 30D | -28.3% | +10.7% | -38.9% | -32.0% |
| 3M | -29.7% | +7.8% | -37.5% | -32.3% |
| 6M | -34.8% | +16.7% | -51.5% | -44.3% |
| YTD | -24.9% | +35.3% | -60.2% | -48.6% |
| 1Y | -7.4% | +41.8% | -49.2% | -43.3% |
| All | -7.4% | +42.1% | -49.6% | -43.3% |
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