+499.5%
MRNA vs AFRM
-15.0%
+514.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.6% | +0.4% | -0.9% |
| 7D | +5.5% | -7.0% | +12.4% | +8.9% |
| 30D | +158.7% | -7.8% | +166.5% | +169.3% |
| 3M | +182.1% | +5.3% | +176.8% | +184.7% |
| 6M | +151.8% | +42.6% | +109.2% | +133.4% |
| YTD | +393.6% | -2.8% | +396.4% | +396.5% |
| 1Y | +499.5% | -19.3% | +518.8% | +514.4% |
| All | +499.5% | -15.0% | +514.5% | +514.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 1y: compounded portfolio wealth divided by compounded AFRM 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…
1y analysis · Full analysis span regression · 6 months rolling