-24.7%
MRNA vs BAM
+66.1%
-90.9%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.8% | +1.3% |
| 7D | -8.2% | -6.1% | -2.2% | -5.0% |
| 30D | +125.6% | -13.8% | +139.4% | +144.9% |
| 3M | +197.1% | +4.4% | +192.7% | +195.8% |
| 6M | +148.5% | +6.4% | +142.1% | +145.4% |
| YTD | +363.3% | -7.1% | +370.3% | +379.4% |
| 1Y | +462.0% | -11.8% | +473.8% | +494.6% |
| 3Y | +26.9% | +50.2% | -23.2% | +12.1% |
| All | -24.7% | +66.1% | -90.9% | -33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 10y: compounded portfolio wealth divided by compounded BAM 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…
10y analysis · Full analysis span regression · 6 months rolling