+433.3%
KLAC vs MRNA
-67.9%
+501.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.4% | -3.4% | +1.6% |
| 7D | -2.7% | -1.1% | -1.6% | -2.6% |
| 30D | -13.2% | +126.1% | -139.3% | -23.1% |
| 3M | -25.0% | +190.0% | -215.0% | -38.0% |
| 6M | +23.6% | +157.2% | -133.6% | +4.5% |
| YTD | +49.2% | +388.2% | -339.0% | +9.9% |
| 1Y | +89.3% | +467.0% | -377.7% | +33.9% |
| 3Y | +274.4% | +36.1% | +238.3% | +228.5% |
| All | +433.3% | -67.9% | +501.2% | +418.1% |
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 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