+97.1%
RKT vs MSFU
+76.3%
+20.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.2% | +3.0% | -0.3% |
| 7D | +2.1% | -5.7% | +7.8% | +3.3% |
| 30D | +1.4% | +4.2% | -2.7% | +0.5% |
| 3M | +6.3% | +27.9% | -21.6% | +0.4% |
| 6M | -15.5% | +37.1% | -52.6% | -22.3% |
| YTD | -27.4% | -7.4% | -20.0% | -27.7% |
| 1Y | -26.6% | -19.6% | -7.0% | -24.8% |
| 3Y | +41.2% | +33.2% | +8.0% | +12.5% |
| All | +97.1% | +76.3% | +20.7% | +33.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling