+32.9%
KO vs MUU
+2,789.9%
-2,757.0%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.5% | -6.4% | -0.8% |
| 7D | -0.8% | +15.0% | -15.8% | -0.4% |
| 30D | +0.8% | +36.8% | -36.0% | +1.7% |
| 3M | +8.3% | -8.5% | +16.8% | +9.2% |
| 6M | +14.0% | +320.7% | -306.7% | +17.9% |
| YTD | +26.9% | +599.7% | -572.8% | +32.8% |
| 1Y | +32.7% | +2,569.2% | -2,536.5% | +42.4% |
| All | +32.9% | +2,789.9% | -2,757.0% | +42.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling