+365.6%
MUU vs RKT
-23.8%
+389.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | 0.0% | -5.2% | -5.2% |
| 7D | +24.7% | -9.0% | +33.6% | +28.5% |
| 30D | -35.1% | +30.2% | -65.3% | -42.8% |
| 3M | -44.3% | -8.8% | -35.4% | -42.4% |
| 6M | -44.4% | -0.9% | -43.5% | -45.9% |
| YTD | +244.9% | -29.2% | +274.1% | +241.6% |
| 1Y | +365.6% | -20.1% | +385.7% | +304.0% |
| All | +365.6% | -23.8% | +389.4% | +304.0% |
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