+924.9%
MRNA vs OKE
+40.8%
+884.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -2.7% | -3.9% | -8.4% |
| 7D | +8.4% | -9.0% | +17.4% | +1.8% |
| 30D | +28.8% | -2.3% | +31.1% | +27.6% |
| 3M | +329.2% | 0.0% | +329.3% | +318.7% |
| 6M | +416.9% | -2.0% | +418.9% | +403.4% |
| YTD | +718.8% | +23.2% | +695.6% | +626.1% |
| 1Y | +924.9% | +36.6% | +888.3% | +704.5% |
| All | +924.9% | +40.8% | +884.1% | +704.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 OKE 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