+521.2%
APO vs MRNA
+521.0%
+0.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.1% | -2.4% |
| 7D | -4.9% | -8.2% | +3.3% | -4.5% |
| 30D | -8.4% | +125.6% | -134.0% | -16.6% |
| 3M | -2.1% | +197.1% | -199.1% | -13.7% |
| 6M | +19.2% | +148.5% | -129.2% | +6.6% |
| YTD | -10.5% | +363.3% | -373.8% | -25.2% |
| 1Y | -2.7% | +462.0% | -464.7% | -20.7% |
| 3Y | +52.5% | +26.9% | +25.6% | +38.0% |
| 5Y | +132.1% | -69.6% | +201.7% | +122.3% |
| All | +521.2% | +521.0% | +0.2% | +373.0% |
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