-25.7%
RKT vs MRNA
+78.9%
-104.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.4% | +0.6% | -2.4% |
| 7D | -1.0% | -10.1% | +9.1% | +0.2% |
| 30D | -2.4% | +126.7% | -129.1% | -19.5% |
| 3M | +1.9% | +184.1% | -182.2% | -20.2% |
| 6M | -13.9% | +143.3% | -157.1% | -30.6% |
| YTD | -30.6% | +359.9% | -390.5% | -51.1% |
| 1Y | -34.4% | +454.2% | -488.5% | -55.9% |
| 3Y | +38.2% | +26.0% | +12.2% | +15.4% |
| 5Y | -9.7% | -70.3% | +60.6% | -15.3% |
| All | -25.7% | +78.9% | -104.6% | -54.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling