-60.6%
AAL vs MRNA
+554.4%
-615.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.4% | -4.1% | +1.0% |
| 7D | -0.9% | -1.1% | +0.2% | -0.9% |
| 30D | -12.9% | +126.1% | -139.0% | -18.9% |
| 3M | -11.2% | +190.0% | -201.2% | -19.3% |
| 6M | +17.8% | +157.2% | -139.4% | +7.9% |
| YTD | -15.1% | +388.2% | -403.3% | -26.3% |
| 1Y | +0.5% | +467.0% | -466.6% | -14.0% |
| 3Y | -7.7% | +36.1% | -43.7% | -16.2% |
| 5Y | -31.3% | -68.0% | +36.6% | -39.4% |
| All | -60.6% | +554.4% | -615.0% | -62.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling