+166.3%
AXON vs MRNA
-70.5%
+236.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.3% |
| 7D | -11.0% | -8.2% | -2.8% | -10.4% |
| 30D | -24.7% | +125.6% | -150.3% | -33.7% |
| 3M | +7.0% | +197.1% | -190.1% | -9.5% |
| 6M | -9.6% | +148.5% | -158.1% | -21.9% |
| YTD | -15.7% | +363.3% | -379.0% | -34.1% |
| 1Y | -35.9% | +462.0% | -497.9% | -51.8% |
| 3Y | +123.0% | +26.9% | +96.1% | +100.2% |
| 5Y | +166.3% | -69.6% | +235.9% | +170.0% |
| All | +166.3% | -70.5% | +236.8% | +170.0% |
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