+43.2%
KO vs MUU
+478.9%
-435.7%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -14.0% | +15.1% | +0.6% |
| 7D | +4.4% | -35.9% | +40.3% | +3.0% |
| 30D | +10.7% | -47.1% | +57.9% | +8.9% |
| 3M | +11.3% | -29.8% | +41.2% | +10.6% |
| 6M | +24.0% | +16.0% | +8.0% | +24.4% |
| YTD | +39.7% | +286.1% | -246.4% | +42.1% |
| 1Y | +43.2% | +504.3% | -461.1% | +47.0% |
| All | +43.2% | +478.9% | -435.7% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 MUU 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