+752.0%
APH vs MRNA
+561.6%
+190.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +0.9% |
| 7D | +5.0% | +5.5% | -0.5% | +4.8% |
| 30D | -3.9% | +158.7% | -162.6% | -10.1% |
| 3M | +13.0% | +182.1% | -169.2% | +4.7% |
| 6M | +25.2% | +151.8% | -126.7% | +16.7% |
| YTD | +22.9% | +393.6% | -370.6% | +9.2% |
| 1Y | +47.8% | +499.5% | -451.6% | +29.2% |
| 3Y | +283.0% | +29.3% | +253.7% | +257.5% |
| 5Y | +349.7% | -65.1% | +414.7% | +326.9% |
| All | +752.0% | +561.6% | +190.4% | +685.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling