+95.3%
RKT vs MSFU
+32.6%
+62.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +1.8% |
| 7D | +17.7% | +2.5% | +15.2% | +17.3% |
| 30D | +31.6% | -1.3% | +32.9% | +31.5% |
| 3M | +13.9% | +8.6% | +5.3% | +12.5% |
| 6M | +2.8% | +48.4% | -45.6% | -2.2% |
| YTD | -22.2% | +1.6% | -23.8% | -23.7% |
| 1Y | -3.5% | -5.8% | +2.2% | -4.6% |
| 3Y | +95.3% | +30.9% | +64.3% | +74.3% |
| All | +95.3% | +32.6% | +62.7% | +74.3% |
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