+674.0%
MRNA vs OKE
+161.2%
+512.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.4% | +5.3% |
| 7D | -1.1% | +1.2% | -2.3% | -1.1% |
| 30D | +126.1% | +4.5% | +121.6% | +125.5% |
| 3M | +190.0% | +9.6% | +180.4% | +188.0% |
| 6M | +157.2% | +15.4% | +141.9% | +154.0% |
| YTD | +388.2% | +36.5% | +351.7% | +375.7% |
| 1Y | +467.0% | +39.0% | +428.1% | +451.6% |
| 3Y | +36.1% | +74.3% | -38.2% | +30.3% |
| 5Y | -68.0% | +141.2% | -209.2% | -69.5% |
| All | +674.0% | +161.2% | +512.9% | +808.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling