+546.0%
RKLB vs SCHW
+136.3%
+409.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -2.0% | -1.9% | -0.2% | -0.9% |
| 30D | -22.4% | -1.6% | -20.8% | -21.9% |
| 3M | -45.2% | +21.3% | -66.4% | -52.1% |
| 6M | -12.5% | +16.5% | -29.0% | -22.9% |
| YTD | -9.8% | +8.4% | -18.2% | -16.2% |
| 1Y | +30.0% | +15.6% | +14.4% | +16.6% |
| 3Y | +942.2% | +86.8% | +855.4% | +603.4% |
| 5Y | +236.8% | +60.5% | +176.3% | +152.5% |
| All | +546.0% | +136.3% | +409.7% | +363.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 10y: compounded portfolio wealth divided by compounded SCHW 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…
10y analysis · Full analysis span regression · 6 months rolling