-11.4%
RKT vs MRNA
-67.9%
+56.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.4% | -5.5% | -0.7% |
| 7D | -6.3% | -1.1% | -5.2% | -6.2% |
| 30D | -6.2% | +126.1% | -132.3% | -22.4% |
| 3M | -1.9% | +190.0% | -191.9% | -24.3% |
| 6M | -13.0% | +157.2% | -170.2% | -31.1% |
| YTD | -31.9% | +388.2% | -420.1% | -54.1% |
| 1Y | -37.6% | +467.0% | -504.6% | -59.9% |
| 3Y | +36.8% | +36.1% | +0.7% | +13.0% |
| All | -11.4% | -67.9% | +56.4% | -18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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