-65.7%
MRNA vs DKS
+13.6%
-79.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.4% | +4.0% | +5.0% |
| 7D | -1.1% | -3.0% | +1.9% | -0.3% |
| 30D | +126.1% | -33.4% | +159.5% | +148.9% |
| 3M | +190.0% | -39.4% | +229.4% | +228.9% |
| 6M | +157.2% | -30.1% | +187.3% | +177.4% |
| YTD | +388.2% | -31.0% | +419.2% | +427.3% |
| 1Y | +467.0% | -40.2% | +507.2% | +540.3% |
| 3Y | +36.1% | +30.9% | +5.1% | +17.3% |
| All | -65.7% | +13.6% | -79.3% | -74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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