+26.8%
KDP vs MRNA
+221.0%
-194.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.4% | +6.0% | +2.6% |
| 7D | -0.8% | -12.1% | +11.3% | -0.7% |
| 30D | +9.7% | -1.3% | +11.0% | +9.7% |
| 3M | +17.6% | +250.9% | -233.3% | +16.3% |
| 6M | +25.8% | +343.0% | -317.2% | +23.8% |
| YTD | +33.9% | +657.4% | -623.6% | +29.7% |
| 1Y | +38.9% | +794.9% | -756.0% | +33.7% |
| 3Y | +26.8% | +218.1% | -191.4% | +21.5% |
| All | +26.8% | +221.0% | -194.2% | +21.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling