+987.9%
MRNA vs AMP
+18.6%
+969.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +4.5% | +8.6% | +11.5% |
| 7D | +20.6% | +7.7% | +13.0% | +17.9% |
| 30D | +27.1% | +6.6% | +20.6% | +24.4% |
| 3M | +353.4% | -4.7% | +358.1% | +360.7% |
| 6M | +446.3% | +12.9% | +433.4% | +401.8% |
| YTD | +776.2% | +8.6% | +767.6% | +683.1% |
| 1Y | +987.9% | +18.2% | +969.7% | +771.5% |
| All | +987.9% | +18.6% | +969.3% | +771.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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