+92.1%
RKT vs MSFU
+87.3%
+4.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.8% | -5.9% | -5.2% |
| 7D | -7.5% | -4.9% | -2.6% | -6.6% |
| 30D | +26.6% | -9.1% | +35.7% | +28.4% |
| 3M | -2.4% | +8.7% | -11.1% | -4.6% |
| 6M | -7.4% | +48.3% | -55.6% | -15.9% |
| YTD | -29.2% | -1.6% | -27.6% | -30.7% |
| 1Y | -23.5% | -13.6% | -9.9% | -22.9% |
| 3Y | +73.9% | +20.2% | +53.7% | +47.3% |
| All | +92.1% | +87.3% | +4.8% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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