+42.1%
RKT vs MSFU
+29.4%
+12.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.5% | -1.5% |
| 7D | +6.0% | -3.2% | +9.1% | +6.4% |
| 30D | +0.7% | -3.1% | +3.8% | +1.0% |
| 3M | +11.8% | +35.3% | -23.4% | +7.5% |
| 6M | -7.6% | +31.6% | -39.2% | -11.6% |
| YTD | -28.7% | -9.5% | -19.1% | -28.9% |
| 1Y | -32.6% | -18.4% | -14.2% | -32.0% |
| 3Y | +42.1% | +26.9% | +15.2% | +17.9% |
| All | +42.1% | +29.4% | +12.7% | +17.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling