+499.5%
MRNA vs KGC
+43.6%
+455.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.3% | 0.0% | -0.1% |
| 7D | +5.5% | -1.3% | +6.8% | +5.9% |
| 30D | +158.7% | +20.3% | +138.5% | +130.5% |
| 3M | +182.1% | +8.1% | +174.0% | +159.8% |
| 6M | +151.8% | -8.8% | +160.6% | +143.8% |
| YTD | +393.6% | +10.1% | +383.5% | +343.0% |
| 1Y | +499.5% | +44.2% | +455.2% | +414.3% |
| All | +499.5% | +43.6% | +455.8% | +414.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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