+504.3%
MUU vs RKT
-9.4%
+513.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +8.7% | -22.7% | -16.5% |
| 7D | -35.9% | +29.7% | -65.6% | -42.2% |
| 30D | -47.1% | +28.5% | -75.6% | -52.4% |
| 3M | -29.8% | +6.4% | -36.2% | -31.9% |
| 6M | +16.0% | +7.1% | +8.9% | +10.1% |
| YTD | +286.1% | -22.5% | +308.6% | +280.9% |
| 1Y | +504.3% | -10.4% | +514.8% | +444.0% |
| All | +504.3% | -9.4% | +513.7% | +444.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling