+1,084.9%
AXON vs MRNA
+561.6%
+523.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.2% | -1.9% | -4.0% |
| 7D | -14.2% | +5.5% | -19.6% | -14.6% |
| 30D | -15.4% | +158.7% | -174.1% | -26.1% |
| 3M | +0.5% | +182.1% | -181.6% | -13.3% |
| 6M | -9.5% | +151.8% | -161.3% | -21.3% |
| YTD | -9.2% | +393.6% | -402.8% | -27.0% |
| 1Y | -29.4% | +499.5% | -528.8% | -44.8% |
| 3Y | +139.4% | +29.3% | +110.1% | +112.5% |
| 5Y | +178.9% | -65.1% | +244.0% | +169.8% |
| All | +1,084.9% | +561.6% | +523.3% | +808.1% |
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 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