+290.1%
APH vs MRNA
+30.4%
+259.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.6% | +2.4% | -1.1% |
| 7D | +0.2% | -9.0% | +9.2% | +0.5% |
| 30D | -3.3% | +137.2% | -140.5% | -8.1% |
| 3M | +14.0% | +194.8% | -180.8% | +4.7% |
| 6M | +24.4% | +167.2% | -142.8% | +15.3% |
| YTD | +21.4% | +375.9% | -354.4% | +3.8% |
| 1Y | +48.9% | +465.2% | -416.2% | +23.7% |
| 3Y | +290.1% | +30.4% | +259.7% | +253.1% |
| All | +290.1% | +30.4% | +259.7% | +253.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling