+35.7%
APH vs MRNA
+455.8%
-420.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.1% | -1.3% |
| 7D | -2.2% | -8.2% | +6.0% | -2.2% |
| 30D | -4.0% | +125.6% | -129.6% | -4.9% |
| 3M | +7.7% | +197.1% | -189.3% | +2.5% |
| 6M | +17.8% | +148.5% | -130.7% | +14.1% |
| YTD | +19.2% | +363.3% | -344.1% | +7.8% |
| 1Y | +35.7% | +462.0% | -426.3% | +21.1% |
| All | +35.7% | +455.8% | -420.1% | +21.1% |
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