+352.5%
APH vs MRNA
-68.5%
+421.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.8% | -0.4% |
| 7D | +1.6% | -10.1% | +11.7% | +2.1% |
| 30D | -3.0% | +126.7% | -129.7% | -9.8% |
| 3M | +5.7% | +184.1% | -178.4% | -4.9% |
| 6M | +20.0% | +143.3% | -123.3% | +9.5% |
| YTD | +20.8% | +359.9% | -339.1% | +1.6% |
| 1Y | +40.2% | +454.2% | -413.9% | +14.6% |
| 3Y | +288.1% | +26.0% | +262.1% | +258.0% |
| 5Y | +352.5% | -70.3% | +422.8% | +326.7% |
| All | +352.5% | -68.5% | +421.0% | +326.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling