+250.2%
SCHW vs RKT
-12.9%
+263.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -1.9% | -6.3% | +4.4% | -1.4% |
| 30D | -1.6% | -6.2% | +4.6% | -1.3% |
| 3M | +21.3% | -1.9% | +23.1% | +21.0% |
| 6M | +16.5% | -13.0% | +29.5% | +16.8% |
| YTD | +8.4% | -31.9% | +40.3% | +10.4% |
| 1Y | +15.6% | -37.6% | +53.2% | +18.2% |
| 3Y | +86.8% | +36.8% | +50.0% | +74.9% |
| 5Y | +60.5% | -9.7% | +70.2% | +49.1% |
| All | +250.2% | -12.9% | +263.1% | +220.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling