+535.9%
RKLB vs SCHD
+96.4%
+439.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.3% |
| 7D | -2.9% | -3.1% | +0.2% | +1.7% |
| 30D | -22.6% | -0.8% | -21.7% | -21.9% |
| 3M | -41.0% | +6.2% | -47.2% | -47.3% |
| 6M | -10.1% | +11.8% | -21.9% | -25.0% |
| YTD | -11.2% | +26.0% | -37.1% | -38.5% |
| 1Y | +34.2% | +28.1% | +6.1% | -9.7% |
| 3Y | +899.4% | +54.6% | +844.8% | +412.1% |
| 5Y | +231.5% | +60.3% | +171.2% | +73.2% |
| All | +535.9% | +96.4% | +439.4% | +171.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling