+2,396.1%
MUU vs RKT
-18.7%
+2,414.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -8.2% | -6.3% | -2.0% | -6.1% |
| 30D | +10.2% | -6.2% | +16.4% | +12.4% |
| 3M | -26.5% | -1.9% | -24.6% | -27.5% |
| 6M | +227.2% | -13.0% | +240.2% | +235.1% |
| YTD | +527.4% | -31.9% | +559.3% | +580.6% |
| 1Y | +1,843.7% | -37.6% | +1,881.2% | +2,058.4% |
| All | +2,396.1% | -18.7% | +2,414.8% | +2,344.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling