+147.0%
KR vs MRNA
+566.8%
-419.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.9% | +2.2% | +4.1% |
| 7D | +4.0% | +0.8% | +3.2% | +4.0% |
| 30D | +7.4% | +131.7% | -124.2% | +7.6% |
| 3M | -5.2% | +193.9% | -199.1% | -5.1% |
| 6M | -18.5% | +179.1% | -197.5% | -18.3% |
| YTD | -0.8% | +397.4% | -398.3% | -1.2% |
| 1Y | -8.8% | +523.9% | -532.7% | -9.3% |
| 3Y | +42.2% | +30.0% | +12.2% | +44.0% |
| 5Y | +62.5% | -65.7% | +128.2% | +69.3% |
| All | +147.0% | +566.8% | -419.7% | +116.8% |
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