-65.7%
MRNA vs AMP
+122.1%
-187.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.6% | +5.0% |
| 7D | -1.1% | -0.5% | -0.6% | -0.8% |
| 30D | +126.1% | -1.3% | +127.4% | +127.9% |
| 3M | +190.0% | +24.2% | +165.8% | +156.8% |
| 6M | +157.2% | +24.6% | +132.7% | +127.3% |
| YTD | +388.2% | +14.8% | +373.4% | +347.9% |
| 1Y | +467.0% | +12.8% | +454.3% | +423.5% |
| 3Y | +36.1% | +69.0% | -32.9% | -1.5% |
| All | -65.7% | +122.1% | -187.8% | -79.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling