+2,620.0%
MUU vs RKT
-13.3%
+2,633.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.1% | +12.7% | +12.0% |
| 7D | +17.4% | +2.1% | +15.3% | +16.4% |
| 30D | +24.0% | +1.4% | +22.5% | +22.8% |
| 3M | -23.9% | +6.3% | -30.2% | -26.6% |
| 6M | +284.4% | -15.5% | +299.9% | +296.3% |
| YTD | +583.7% | -27.4% | +611.1% | +625.1% |
| 1Y | +2,981.5% | -26.6% | +3,008.1% | +3,159.0% |
| All | +2,620.0% | -13.3% | +2,633.4% | +2,504.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling