-65.7%
MRNA vs MKSI
+84.1%
-149.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.1% | +3.3% | +4.8% |
| 7D | -1.1% | +2.7% | -3.8% | -1.9% |
| 30D | +126.1% | -12.8% | +138.9% | +132.4% |
| 3M | +190.0% | -22.5% | +212.5% | +201.3% |
| 6M | +157.2% | +19.4% | +137.8% | +122.7% |
| YTD | +388.2% | +67.7% | +320.5% | +266.8% |
| 1Y | +467.0% | +131.4% | +335.6% | +269.6% |
| 3Y | +36.1% | +197.3% | -161.3% | -25.8% |
| All | -65.7% | +84.1% | -149.8% | -76.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling