+83.3%
RKT vs MUB
+10.5%
+72.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.5% | -2.3% |
| 7D | +4.6% | +0.6% | +4.0% | +1.0% |
| 30D | +25.9% | +3.4% | +22.4% | +3.1% |
| 3M | +5.0% | -0.7% | +5.7% | +11.4% |
| 6M | -7.9% | -1.0% | -6.9% | +1.0% |
| YTD | -25.4% | 0.0% | -25.4% | -21.8% |
| 1Y | -15.4% | +0.4% | -15.8% | -13.2% |
| 3Y | +83.3% | +10.5% | +72.8% | -6.3% |
| All | +83.3% | +10.5% | +72.8% | -6.3% |
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