+54.9%
SCHD vs RKT
+35.0%
+20.0%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -2.0% | -6.3% | +4.3% | -1.5% |
| 30D | -0.4% | -6.2% | +5.8% | 0.0% |
| 3M | +5.7% | -1.9% | +7.6% | +5.5% |
| 6M | +11.9% | -13.0% | +24.9% | +12.3% |
| YTD | +26.4% | -31.9% | +58.4% | +29.0% |
| 1Y | +27.6% | -37.6% | +65.2% | +30.8% |
| 3Y | +54.9% | +36.8% | +18.1% | +39.7% |
| All | +54.9% | +35.0% | +20.0% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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