-69.6%
MRNA vs RBA
+36.6%
-106.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.0% |
| 7D | -8.2% | -3.3% | -5.0% | -7.4% |
| 30D | +125.6% | -9.8% | +135.3% | +131.5% |
| 3M | +197.1% | -23.5% | +220.5% | +216.7% |
| 6M | +148.5% | -21.5% | +170.0% | +162.7% |
| YTD | +363.3% | -21.2% | +384.4% | +388.5% |
| 1Y | +462.0% | -30.2% | +492.2% | +510.6% |
| 3Y | +26.9% | +25.3% | +1.6% | +19.8% |
| 5Y | -69.6% | +35.1% | -104.7% | -77.1% |
| All | -69.6% | +36.6% | -106.2% | -77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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