+847.8%
MU vs RKT
0.0%
+847.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.6% | +3.5% | +4.8% |
| 7D | -22.0% | +17.7% | -39.7% | -25.0% |
| 30D | -36.6% | +31.6% | -68.2% | -40.9% |
| 3M | -21.7% | +13.9% | -35.6% | -24.8% |
| 6M | +3.5% | +2.8% | +0.7% | +0.9% |
| YTD | +141.9% | -22.2% | +164.1% | +147.4% |
| 1Y | +189.8% | -3.5% | +193.4% | +181.2% |
| 3Y | +855.4% | +95.3% | +760.1% | +563.2% |
| All | +847.8% | 0.0% | +847.8% | +677.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling