+171.6%
BKR vs MRNA
-67.9%
+239.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.4% | -6.0% | -0.7% |
| 7D | -7.0% | -1.1% | -5.9% | -7.0% |
| 30D | -8.1% | +126.1% | -134.2% | -10.7% |
| 3M | -6.6% | +190.0% | -196.6% | -10.7% |
| 6M | +0.9% | +157.2% | -156.4% | -3.1% |
| YTD | +31.1% | +388.2% | -357.1% | +21.6% |
| 1Y | +27.7% | +467.0% | -439.3% | +17.3% |
| 3Y | +71.2% | +36.1% | +35.1% | +63.0% |
| All | +171.6% | -67.9% | +239.5% | +159.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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