+150.6%
KMI vs MRNA
-67.9%
+218.4%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.4% | -5.7% | -0.3% |
| 7D | -1.7% | -1.1% | -0.6% | -1.7% |
| 30D | -2.7% | +126.1% | -128.9% | -2.9% |
| 3M | -0.7% | +190.0% | -190.7% | -1.6% |
| 6M | -5.0% | +157.2% | -162.2% | -5.6% |
| YTD | +15.5% | +388.2% | -372.7% | +12.2% |
| 1Y | +16.4% | +467.0% | -450.6% | +12.4% |
| 3Y | +114.2% | +36.1% | +78.1% | +113.7% |
| All | +150.6% | -67.9% | +218.4% | +153.0% |
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