+2,423.9%
MUU vs KR
+5.6%
+2,418.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.9% | -10.2% | -7.8% |
| 7D | +3.6% | -2.7% | +6.2% | -1.0% |
| 30D | +22.3% | +1.9% | +20.4% | +27.2% |
| 3M | -8.2% | -11.0% | +2.8% | -15.5% |
| 6M | +256.3% | -20.2% | +276.5% | +211.6% |
| YTD | +534.4% | -7.3% | +541.7% | +566.5% |
| 1Y | +2,163.5% | -13.1% | +2,176.6% | +2,166.5% |
| All | +2,423.9% | +5.6% | +2,418.2% | +2,765.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling