+467.0%
MRNA vs AMP
+14.8%
+452.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.6% | +5.1% |
| 7D | -1.1% | -0.5% | -0.6% | -0.9% |
| 30D | +126.1% | -1.3% | +127.4% | +127.4% |
| 3M | +190.0% | +24.2% | +165.8% | +164.9% |
| 6M | +157.2% | +24.6% | +132.7% | +134.7% |
| YTD | +388.2% | +14.8% | +373.4% | +350.5% |
| 1Y | +467.0% | +12.8% | +454.3% | +404.4% |
| All | +467.0% | +14.8% | +452.3% | +404.4% |
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