-35.9%
KWEB vs MRNA
+518.8%
-554.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | +0.5% |
| 7D | -5.1% | +0.8% | -5.9% | -5.1% |
| 30D | -8.4% | +131.7% | -140.1% | -10.7% |
| 3M | -6.6% | +193.9% | -200.6% | -11.0% |
| 6M | -18.0% | +179.1% | -197.1% | -21.7% |
| YTD | -27.4% | +397.4% | -424.8% | -33.4% |
| All | -35.9% | +518.8% | -554.7% | -43.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling