+265.1%
MU vs RKT
-9.4%
+274.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +8.7% | -15.7% | -8.3% |
| 7D | -19.1% | +29.7% | -48.9% | -23.0% |
| 30D | -25.2% | +28.5% | -53.8% | -28.8% |
| 3M | -10.9% | +6.4% | -17.3% | -11.9% |
| 6M | +38.0% | +7.1% | +30.9% | +34.3% |
| YTD | +178.8% | -22.5% | +201.3% | +176.4% |
| 1Y | +265.1% | -10.4% | +275.6% | +244.5% |
| All | +265.1% | -9.4% | +274.6% | +244.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling