+320.7%
MUU vs KR
-22.4%
+343.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.3% | +6.8% | +1.4% |
| 7D | +15.0% | -3.1% | +18.1% | +4.1% |
| 30D | +36.8% | +0.6% | +36.2% | +39.9% |
| 3M | -8.5% | -9.8% | +1.3% | -23.5% |
| 6M | +320.7% | -22.1% | +342.9% | +177.2% |
| All | +320.7% | -22.4% | +343.1% | +177.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling