+499.5%
MRNA vs KIM
+9.1%
+490.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -1.7% |
| 7D | +5.5% | -0.8% | +6.2% | +5.9% |
| 30D | +158.7% | -5.1% | +163.8% | +162.4% |
| 3M | +182.1% | -0.6% | +182.8% | +180.1% |
| 6M | +151.8% | +2.4% | +149.4% | +147.1% |
| YTD | +393.6% | +19.0% | +374.5% | +352.6% |
| 1Y | +499.5% | +8.4% | +491.0% | +461.9% |
| All | +499.5% | +9.1% | +490.3% | +461.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 KIM 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