+0.1%
MRNA vs AFRM
-55.6%
+55.6%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -2.9% | -4.0% | -6.3% |
| 7D | -4.2% | -5.5% | +1.3% | -3.0% |
| 30D | +7.0% | -15.5% | +22.5% | +11.1% |
| 3M | +263.4% | -10.3% | +273.7% | +274.9% |
| 6M | +334.3% | +0.6% | +333.7% | +337.8% |
| YTD | +684.5% | -11.5% | +696.0% | +702.0% |
| 1Y | +766.2% | -16.6% | +782.8% | +794.5% |
| 3Y | +230.3% | +193.5% | +36.7% | +142.9% |
| 5Y | +0.1% | -55.8% | +55.9% | -10.5% |
| All | +0.1% | -55.6% | +55.6% | -10.5% |
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