+16.4%
APH vs MRNA
+945.0%
-928.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +13.1% | -19.3% | -6.3% |
| 7D | -2.4% | +20.6% | -23.1% | -2.7% |
| 30D | -9.5% | +27.1% | -36.6% | -9.7% |
| 3M | -7.6% | +353.4% | -361.0% | -10.0% |
| 6M | +12.4% | +446.3% | -433.9% | +5.3% |
| YTD | +17.5% | +776.2% | -758.6% | +0.1% |
| 1Y | +16.4% | +987.9% | -971.5% | -6.7% |
| All | +16.4% | +945.0% | -928.6% | -6.7% |
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