+128.0%
SCHD vs RKT
-11.2%
+139.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.8% | -0.7% |
| 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% | +5.6% |
| 6M | +11.7% | -13.9% | +25.6% | +12.2% |
| YTD | +26.3% | -30.6% | +57.0% | +28.4% |
| 1Y | +28.8% | -34.4% | +63.1% | +31.1% |
| 3Y | +55.0% | +38.2% | +16.9% | +46.4% |
| 5Y | +60.0% | -9.7% | +69.7% | +49.7% |
| All | +128.0% | -11.2% | +139.2% | +109.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling