+113.7%
KLAC vs MRNA
+511.3%
-397.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.2% | +9.6% | +7.3% |
| 7D | +5.7% | +5.5% | +0.3% | +5.7% |
| 30D | -3.6% | +158.7% | -162.4% | -6.3% |
| 3M | -12.8% | +182.1% | -194.9% | -19.0% |
| 6M | +26.1% | +151.8% | -125.8% | +18.7% |
| YTD | +53.3% | +393.6% | -340.2% | +27.9% |
| 1Y | +113.7% | +499.5% | -385.8% | +71.2% |
| All | +113.7% | +511.3% | -397.6% | +71.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling