-25.4%
KHC vs MRNA
+516.4%
-541.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | -1.1% |
| 7D | -4.8% | -10.1% | +5.3% | -4.6% |
| 30D | +0.3% | +126.7% | -126.4% | -3.2% |
| 3M | +6.7% | +184.1% | -177.4% | +2.3% |
| 6M | +4.2% | +143.3% | -139.1% | +0.1% |
| YTD | +6.7% | +359.9% | -353.1% | +0.5% |
| 1Y | -1.4% | +454.2% | -455.6% | -7.9% |
| 3Y | -11.8% | +26.0% | -37.7% | -15.4% |
| 5Y | -13.4% | -70.3% | +56.9% | -15.2% |
| All | -25.4% | +516.4% | -541.8% | -35.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling