+504.3%
MUU vs KR
+10.2%
+494.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.2% | -17.2% | -6.7% |
| 7D | -35.9% | +6.1% | -41.9% | -25.1% |
| 30D | -47.1% | +17.3% | -64.5% | -21.2% |
| 3M | -29.8% | +20.2% | -50.0% | +11.7% |
| 6M | +16.0% | +3.3% | +12.7% | +65.9% |
| YTD | +286.1% | +12.3% | +273.8% | +529.1% |
| 1Y | +504.3% | +10.6% | +493.7% | +920.7% |
| All | +504.3% | +10.2% | +494.1% | +920.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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