+11.7%
SCHD vs RKT
-8.3%
+20.0%
-3.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.8% | -0.8% |
| 7D | -2.6% | -1.0% | -1.7% | -2.6% |
| 30D | -0.3% | -2.4% | +2.1% | -0.2% |
| 3M | +6.1% | +1.9% | +4.2% | +5.8% |
| 6M | +11.7% | -13.9% | +25.6% | +12.0% |
| All | +11.7% | -8.3% | +20.0% | +12.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling