+81.6%
KO vs MRNA
-69.5%
+151.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.3% |
| 7D | -1.1% | -8.2% | +7.1% | -1.0% |
| 30D | +1.6% | +125.6% | -124.0% | +0.4% |
| 3M | +5.8% | +197.1% | -191.3% | +4.5% |
| 6M | +14.3% | +148.5% | -134.2% | +13.0% |
| YTD | +27.3% | +363.3% | -336.0% | +25.0% |
| 1Y | +33.2% | +462.0% | -428.8% | +30.5% |
| 3Y | +64.5% | +26.9% | +37.5% | +63.4% |
| All | +81.6% | -69.5% | +151.1% | +76.6% |
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