-26.3%
APH vs MRNA
+511.3%
-537.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +3.7% | -51.5% | -47.8% |
| 7D | -48.7% | +1.9% | -50.7% | -48.7% |
| 30D | -51.9% | +158.7% | -210.7% | -52.8% |
| 3M | -43.6% | +182.1% | -225.7% | -45.4% |
| 6M | -37.5% | +151.8% | -189.4% | -39.1% |
| YTD | -38.6% | +393.6% | -432.2% | -43.9% |
| 1Y | -26.3% | +499.5% | -525.8% | -32.9% |
| All | -26.3% | +511.3% | -537.6% | -32.9% |
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