-31.7%
RKT vs MSTU
-88.1%
+56.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.8% | +5.0% | -1.4% |
| 7D | -7.2% | -22.0% | +14.8% | -6.0% |
| 30D | -7.9% | +60.3% | -68.2% | -10.8% |
| 3M | +5.2% | -3.7% | +8.9% | +3.7% |
| 6M | -14.9% | -45.2% | +30.3% | -14.2% |
| YTD | -31.9% | -64.3% | +32.4% | -31.1% |
| 1Y | -36.9% | -94.0% | +57.1% | -31.7% |
| All | -31.7% | -88.1% | +56.3% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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