+535.9%
RKLB vs SCHW
+136.5%
+399.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -2.2% |
| 7D | -2.9% | -2.8% | -0.1% | -1.2% |
| 30D | -22.6% | -0.1% | -22.5% | -22.8% |
| 3M | -41.0% | +20.6% | -61.6% | -48.4% |
| 6M | -10.1% | +15.9% | -26.1% | -20.6% |
| YTD | -11.2% | +8.5% | -19.7% | -17.6% |
| 1Y | +34.2% | +17.8% | +16.4% | +18.9% |
| 3Y | +899.4% | +88.5% | +810.8% | +571.1% |
| 5Y | +231.5% | +60.6% | +170.9% | +148.5% |
| All | +535.9% | +136.5% | +399.4% | +355.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling