+302.3%
RKLB vs SCHW
+59.4%
+243.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -2.3% |
| 7D | -2.9% | -2.8% | -0.1% | -1.1% |
| 30D | -22.6% | -0.1% | -22.5% | -22.8% |
| 3M | -41.0% | +20.6% | -61.6% | -48.9% |
| 6M | -10.1% | +15.9% | -26.1% | -21.4% |
| YTD | -11.2% | +8.5% | -19.7% | -18.1% |
| 1Y | +34.2% | +17.8% | +16.4% | +17.6% |
| 3Y | +899.4% | +88.5% | +810.8% | +544.8% |
| All | +302.3% | +59.4% | +243.0% | +227.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling