+14.6%
KMB vs MRNA
+554.4%
-539.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.4% | -5.7% | -0.4% |
| 7D | -6.5% | -1.1% | -5.4% | -6.5% |
| 30D | -8.8% | +126.1% | -134.9% | -11.7% |
| 3M | -2.2% | +190.0% | -192.2% | -6.1% |
| 6M | +0.7% | +157.2% | -156.6% | -3.1% |
| YTD | +1.0% | +388.2% | -387.2% | -4.8% |
| 1Y | -20.3% | +467.0% | -487.3% | -25.3% |
| 3Y | -13.3% | +36.1% | -49.3% | -16.4% |
| 5Y | -12.9% | -68.0% | +55.0% | -13.7% |
| All | +14.6% | +554.4% | -539.8% | -7.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling