+38.0%
SCHD vs RBRK
+46.1%
-8.1%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -11.1% | +9.0% | -2.3% |
| 7D | -0.5% | -20.9% | +20.3% | -0.8% |
| 30D | +7.8% | -15.9% | +23.8% | +7.6% |
| 3M | +6.1% | +24.7% | -18.5% | +6.6% |
| 6M | +13.6% | +85.1% | -71.5% | +14.9% |
| YTD | +32.3% | +38.3% | -6.0% | +32.6% |
| 1Y | +38.0% | +46.2% | -8.2% | +38.4% |
| All | +38.0% | +46.1% | -8.1% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RBRK.
Daily Out/Under-Performance
Portfolio return minus RBRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBRK 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 1y: compounded portfolio wealth divided by compounded RBRK 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…
1y analysis · Full analysis span regression · 6 months rolling