+229.3%
APLD vs MRNA
+41.0%
+188.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.4% | -2.3% | -5.4% |
| 7D | +2.7% | -12.1% | +14.8% | +4.3% |
| 30D | -21.4% | -1.3% | -20.1% | -21.2% |
| 3M | -47.8% | +250.9% | -298.8% | -59.8% |
| 6M | -64.9% | +343.0% | -407.9% | -75.4% |
| YTD | -34.9% | +657.4% | -692.3% | -63.0% |
| 1Y | -30.7% | +794.9% | -825.7% | -62.9% |
| 3Y | +305.3% | +218.1% | +87.2% | +185.9% |
| All | +229.3% | +41.0% | +188.2% | +149.2% |
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