+44.7%
RKT vs MUB
+8.8%
+35.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.2% | -1.3% |
| 7D | +2.1% | -0.9% | +3.0% | +7.8% |
| 30D | +1.4% | -1.4% | +2.9% | +11.4% |
| 3M | +6.3% | -2.2% | +8.4% | +23.4% |
| 6M | -15.5% | -1.9% | -13.6% | -2.4% |
| YTD | -27.4% | -0.8% | -26.6% | -21.2% |
| 1Y | -26.6% | +2.7% | -29.3% | -34.6% |
| All | +44.7% | +8.8% | +35.9% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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