+467.0%
MRNA vs AR
+18.5%
+448.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.9% | +7.3% | +5.4% |
| 7D | -1.1% | -2.5% | +1.4% | -1.0% |
| 30D | +126.1% | +2.5% | +123.6% | +126.1% |
| 3M | +190.0% | +12.3% | +177.7% | +188.7% |
| 6M | +157.2% | -3.1% | +160.4% | +158.9% |
| YTD | +388.2% | +11.5% | +376.7% | +374.3% |
| 1Y | +467.0% | +17.0% | +450.0% | +475.8% |
| All | +467.0% | +18.5% | +448.6% | +475.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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