+987.9%
MRNA vs ROK
+25.3%
+962.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.6% | +13.7% | +13.4% |
| 7D | +20.6% | 0.0% | +20.6% | +20.6% |
| 30D | +27.1% | -2.5% | +29.6% | +28.7% |
| 3M | +353.4% | 0.0% | +353.4% | +354.6% |
| 6M | +446.3% | +11.6% | +434.7% | +401.5% |
| YTD | +776.2% | +15.2% | +761.0% | +662.4% |
| 1Y | +987.9% | +25.0% | +962.9% | +746.0% |
| All | +987.9% | +25.3% | +962.6% | +746.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROK.
Daily Out/Under-Performance
Portfolio return minus ROK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROK 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 ROK 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