-7.2%
RKT vs MUB
+2.2%
-9.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.7% |
| 7D | +6.0% | -0.3% | +6.3% | +7.7% |
| 30D | +0.7% | -1.5% | +2.2% | +9.9% |
| 3M | +11.8% | -1.9% | +13.8% | +26.0% |
| 6M | -7.6% | -1.7% | -5.9% | +3.9% |
| YTD | -28.7% | -0.8% | -27.9% | -23.4% |
| 1Y | -32.6% | +1.5% | -34.1% | -35.4% |
| 3Y | +42.1% | +8.8% | +33.3% | +1.1% |
| 5Y | -7.2% | +2.0% | -9.2% | -20.6% |
| All | -7.2% | +2.2% | -9.4% | -20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling