+942.2%
RKLB vs SCHD
+54.6%
+887.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.0% |
| 7D | -2.0% | -2.0% | -0.1% | +0.8% |
| 30D | -22.4% | -0.4% | -22.0% | -22.3% |
| 3M | -45.2% | +5.7% | -50.9% | -50.8% |
| 6M | -12.5% | +11.9% | -24.4% | -27.7% |
| YTD | -9.8% | +26.4% | -36.2% | -39.0% |
| 1Y | +30.0% | +27.6% | +2.4% | -13.7% |
| 3Y | +942.2% | +54.9% | +887.3% | +363.9% |
| All | +942.2% | +54.6% | +887.6% | +363.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling