-27.2%
KWEB vs MRNA
+554.4%
-581.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.4% | -4.7% | +0.3% |
| 7D | -5.6% | -1.1% | -4.5% | -5.5% |
| 30D | -10.7% | +126.1% | -136.8% | -20.4% |
| 3M | -7.4% | +190.0% | -197.4% | -20.5% |
| 6M | -19.3% | +157.2% | -176.5% | -30.0% |
| YTD | -27.8% | +388.2% | -416.0% | -42.5% |
| 1Y | -35.9% | +467.0% | -503.0% | -50.3% |
| 3Y | -1.9% | +36.1% | -38.0% | -13.3% |
| 5Y | -43.2% | -68.0% | +24.8% | -45.9% |
| All | -27.2% | +554.4% | -581.6% | -41.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling