-5.0%
MRNA vs KEY
+13.1%
-18.1%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.6% | -4.1% | -3.6% |
| 7D | -12.1% | +2.9% | -15.1% | -12.8% |
| 30D | -1.3% | +8.4% | -9.7% | -3.3% |
| 3M | +250.9% | -5.8% | +256.7% | +254.8% |
| 6M | +343.0% | +5.4% | +337.6% | +331.4% |
| YTD | +657.4% | +7.1% | +650.4% | +633.5% |
| 1Y | +794.9% | +26.8% | +768.1% | +722.1% |
| 3Y | +218.1% | +128.7% | +89.5% | +150.2% |
| All | -5.0% | +13.1% | -18.1% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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