+126.0%
KO vs MRNA
+554.4%
-428.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.4% | -4.9% | +0.5% |
| 7D | +0.2% | -1.1% | +1.3% | +0.3% |
| 30D | +1.8% | +126.1% | -124.3% | +0.6% |
| 3M | +7.7% | +190.0% | -182.4% | +6.2% |
| 6M | +15.3% | +157.2% | -142.0% | +13.8% |
| YTD | +28.0% | +388.2% | -360.2% | +25.5% |
| 1Y | +34.3% | +467.0% | -432.8% | +31.4% |
| 3Y | +63.8% | +36.1% | +27.7% | +62.0% |
| 5Y | +84.1% | -68.0% | +152.0% | +83.3% |
| All | +126.0% | +554.4% | -428.4% | +115.0% |
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 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