-70.3%
MRNA vs AFRM
-22.6%
-47.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -5.5% | +2.1% | -2.2% |
| 7D | -10.1% | -8.0% | -2.1% | -8.5% |
| 30D | +126.7% | -9.8% | +136.5% | +132.6% |
| 3M | +184.1% | +4.7% | +179.4% | +183.9% |
| 6M | +143.3% | +34.1% | +109.2% | +130.9% |
| YTD | +359.9% | -8.4% | +368.3% | +365.4% |
| 1Y | +454.2% | -22.9% | +477.1% | +473.6% |
| 3Y | +26.0% | +203.3% | -177.3% | -7.7% |
| 5Y | -70.3% | -26.0% | -44.3% | -77.4% |
| All | -70.3% | -22.6% | -47.7% | -77.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling