+33.3%
KO vs MUU
+2,520.2%
-2,486.9%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -9.3% | +9.6% | +0.1% |
| 7D | -1.1% | +3.6% | -4.7% | -1.0% |
| 30D | +1.6% | +22.3% | -20.8% | +2.2% |
| 3M | +5.8% | -8.2% | +14.0% | +6.5% |
| 6M | +14.3% | +256.3% | -242.1% | +17.8% |
| YTD | +27.3% | +534.4% | -507.1% | +33.0% |
| 1Y | +33.2% | +2,163.5% | -2,130.3% | +42.4% |
| All | +33.3% | +2,520.2% | -2,486.9% | +42.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling