+36.1%
MRNA vs AON
-7.5%
+43.6%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.7% | +7.0% | +5.6% |
| 7D | -1.1% | -6.3% | +5.2% | 0.0% |
| 30D | +126.1% | -14.1% | +140.2% | +130.3% |
| 3M | +190.0% | -9.5% | +199.5% | +193.8% |
| 6M | +157.2% | -4.0% | +161.2% | +160.7% |
| YTD | +388.2% | -13.8% | +402.0% | +394.2% |
| 1Y | +467.0% | -18.3% | +485.3% | +474.9% |
| 3Y | +36.1% | -7.2% | +43.3% | +39.9% |
| All | +36.1% | -7.5% | +43.6% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 3y: compounded portfolio wealth divided by compounded AON 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…
3y analysis · Full analysis span regression · 6 months rolling