+1,314.2%
AAOI vs MRNA
-67.9%
+1,382.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.4% | -3.4% | +1.4% |
| 7D | -0.2% | -1.1% | +0.9% | -0.1% |
| 30D | -23.7% | +126.1% | -149.8% | -38.2% |
| 3M | -39.0% | +190.0% | -229.0% | -55.4% |
| 6M | -17.0% | +157.2% | -174.3% | -37.9% |
| YTD | +202.2% | +388.2% | -186.0% | +77.3% |
| 1Y | +292.4% | +467.0% | -174.6% | +118.0% |
| 3Y | +804.4% | +36.1% | +768.3% | +621.2% |
| All | +1,314.2% | -67.9% | +1,382.1% | +1,349.4% |
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