+925.8%
RKLB vs SCHW
+86.8%
+839.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -2.3% |
| 7D | -2.9% | -2.8% | -0.1% | -0.8% |
| 30D | -22.6% | -0.1% | -22.5% | -22.8% |
| 3M | -41.0% | +20.6% | -61.6% | -50.4% |
| 6M | -10.1% | +15.9% | -26.1% | -23.9% |
| YTD | -11.2% | +8.5% | -19.7% | -19.4% |
| 1Y | +34.2% | +17.8% | +16.4% | +13.6% |
| All | +925.8% | +86.8% | +839.1% | +422.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling