+37.7%
KR vs MRNA
+34.8%
+2.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.4% | -2.7% | +2.8% |
| 7D | -0.2% | -1.1% | +0.9% | -0.2% |
| 30D | +5.1% | +126.1% | -121.1% | +8.0% |
| 3M | -8.2% | +190.0% | -198.2% | -3.9% |
| 6M | -18.0% | +157.2% | -175.2% | -14.4% |
| YTD | -4.8% | +388.2% | -393.0% | +2.2% |
| 1Y | -11.0% | +467.0% | -478.1% | -3.6% |
| 3Y | +37.7% | +36.1% | +1.6% | +42.0% |
| All | +37.7% | +34.8% | +2.9% | +42.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling