+2,040.7%
MU vs RKT
-7.0%
+2,047.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.1% | +7.2% | +6.3% |
| 7D | +9.0% | +2.1% | +6.9% | +8.6% |
| 30D | +13.8% | +1.4% | +12.4% | +13.4% |
| 3M | +2.1% | +6.3% | -4.2% | +0.6% |
| 6M | +153.8% | -15.5% | +169.3% | +157.2% |
| YTD | +256.4% | -27.4% | +283.8% | +266.4% |
| 1Y | +719.8% | -26.6% | +746.3% | +739.8% |
| 3Y | +1,360.4% | +41.2% | +1,319.1% | +1,213.4% |
| 5Y | +1,312.4% | -6.4% | +1,318.8% | +1,146.3% |
| All | +2,040.7% | -7.0% | +2,047.7% | +1,771.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling