+88.2%
RKT vs MSFU
+70.7%
+17.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.6% |
| 7D | -1.0% | -2.3% | +1.4% | -0.5% |
| 30D | -2.4% | -6.3% | +3.9% | -1.2% |
| 3M | +1.9% | +40.0% | -38.1% | -5.7% |
| 6M | -13.9% | +30.1% | -44.0% | -19.9% |
| YTD | -30.6% | -10.3% | -20.3% | -30.5% |
| 1Y | -34.4% | -19.0% | -15.3% | -32.9% |
| 3Y | +38.2% | +25.8% | +12.4% | +12.1% |
| All | +88.2% | +70.7% | +17.5% | +27.9% |
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