-14.3%
KHC vs MRNA
-69.5%
+55.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -0.9% |
| 7D | -2.5% | -8.2% | +5.7% | -2.3% |
| 30D | +0.5% | +125.6% | -125.0% | -2.8% |
| 3M | +3.0% | +197.1% | -194.0% | -1.2% |
| 6M | +6.6% | +148.5% | -141.9% | +2.6% |
| YTD | +5.8% | +363.3% | -357.5% | -0.5% |
| 1Y | -2.2% | +462.0% | -464.2% | -8.8% |
| 3Y | -12.5% | +26.9% | -39.5% | -16.7% |
| All | -14.3% | -69.5% | +55.2% | -19.5% |
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 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