+2,423.9%
MUU vs RKT
-18.7%
+2,442.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.8% | -7.5% | -8.7% |
| 7D | +3.6% | -7.2% | +10.8% | +6.3% |
| 30D | +22.3% | -7.9% | +30.2% | +25.5% |
| 3M | -8.2% | +5.2% | -13.4% | -11.5% |
| 6M | +256.3% | -14.9% | +271.2% | +267.2% |
| YTD | +534.4% | -31.9% | +566.3% | +588.0% |
| 1Y | +2,163.5% | -36.9% | +2,200.4% | +2,406.5% |
| All | +2,423.9% | -18.7% | +2,442.6% | +2,371.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling