+36.1%
MRNA vs MKSI
+190.8%
-154.8%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.1% | +3.3% | +4.9% |
| 7D | -1.1% | +2.7% | -3.8% | -1.7% |
| 30D | +126.1% | -12.8% | +138.9% | +131.6% |
| 3M | +190.0% | -22.5% | +212.5% | +199.1% |
| 6M | +157.2% | +19.4% | +137.8% | +121.4% |
| YTD | +388.2% | +67.7% | +320.5% | +265.2% |
| 1Y | +467.0% | +131.4% | +335.6% | +268.9% |
| 3Y | +36.1% | +197.3% | -161.3% | -34.5% |
| All | +36.1% | +190.8% | -154.8% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 3y: compounded portfolio wealth divided by compounded MKSI 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…
3y analysis · Full analysis span regression · 6 months rolling