+1,315.7%
MU vs RKT
-6.6%
+1,322.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.1% | +7.2% | +6.4% |
| 7D | +9.0% | +2.1% | +6.9% | +8.4% |
| 30D | +13.8% | +1.4% | +12.4% | +13.1% |
| 3M | +2.1% | +6.3% | -4.2% | -0.5% |
| 6M | +153.8% | -15.5% | +169.3% | +159.2% |
| YTD | +256.4% | -27.4% | +283.8% | +272.7% |
| 1Y | +719.8% | -26.6% | +746.3% | +751.3% |
| 3Y | +1,360.4% | +41.2% | +1,319.1% | +1,037.6% |
| All | +1,315.7% | -6.6% | +1,322.3% | +1,092.2% |
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