+45.0%
AAPL vs MRNA
+485.7%
-440.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.4% | -3.6% | +1.7% |
| 7D | +3.8% | -1.1% | +4.9% | +3.9% |
| 30D | +9.9% | +126.1% | -116.2% | +7.2% |
| 3M | +12.5% | +190.0% | -177.5% | +8.8% |
| 6M | +27.6% | +157.2% | -129.6% | +23.6% |
| YTD | +22.6% | +388.2% | -365.6% | +17.4% |
| 1Y | +45.0% | +467.0% | -422.1% | +37.6% |
| All | +45.0% | +485.7% | -440.7% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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