+2,006.3%
MU vs RKT
-8.7%
+2,015.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -1.3% |
| 7D | +7.2% | +6.0% | +1.2% | +6.2% |
| 30D | +14.0% | +0.7% | +13.3% | +13.7% |
| 3M | +5.4% | +11.8% | -6.4% | +3.0% |
| 6M | +170.3% | -7.6% | +177.9% | +170.6% |
| YTD | +250.7% | -28.7% | +279.3% | +261.5% |
| 1Y | +662.1% | -32.6% | +694.7% | +689.7% |
| 3Y | +1,341.2% | +42.1% | +1,299.1% | +1,195.6% |
| 5Y | +1,319.3% | -7.2% | +1,326.5% | +1,155.5% |
| All | +2,006.3% | -8.7% | +2,015.0% | +1,746.4% |
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