+526.4%
APO vs MRNA
+554.4%
-28.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.4% | -4.5% | +0.5% |
| 7D | -3.5% | -1.1% | -2.4% | -3.5% |
| 30D | -6.6% | +126.1% | -132.7% | -14.8% |
| 3M | -3.3% | +190.0% | -193.3% | -14.4% |
| 6M | +22.6% | +157.2% | -134.6% | +9.5% |
| YTD | -9.8% | +388.2% | -398.0% | -24.8% |
| 1Y | -3.9% | +467.0% | -470.9% | -21.6% |
| 3Y | +52.5% | +36.1% | +16.4% | +37.4% |
| 5Y | +134.0% | -68.0% | +202.0% | +123.5% |
| All | +526.4% | +554.4% | -28.0% | +375.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling