+634.5%
MRNA vs KMX
-6.2%
+640.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.4% | +0.7% |
| 7D | -8.2% | -3.4% | -4.8% | -7.5% |
| 30D | +125.6% | +4.0% | +121.5% | +123.9% |
| 3M | +197.1% | +24.8% | +172.3% | +182.0% |
| 6M | +148.5% | +43.6% | +104.9% | +127.2% |
| YTD | +363.3% | +56.6% | +306.7% | +315.6% |
| 1Y | +462.0% | +2.2% | +459.7% | +444.5% |
| 3Y | +26.9% | -25.4% | +52.4% | +29.7% |
| 5Y | -69.6% | -55.0% | -14.6% | -69.4% |
| All | +634.5% | -6.2% | +640.7% | +671.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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