+382.3%
APP vs MRNA
-14.1%
+396.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.3% | +3.0% |
| 7D | +0.3% | -8.2% | +8.5% | +1.0% |
| 30D | -1.3% | +125.6% | -126.9% | -15.5% |
| 3M | -36.2% | +197.1% | -233.3% | -48.5% |
| 6M | -34.1% | +148.5% | -182.6% | -45.3% |
| YTD | -53.3% | +363.3% | -416.6% | -66.1% |
| 1Y | -44.5% | +462.0% | -506.5% | -61.7% |
| 3Y | +646.7% | +26.9% | +619.7% | +555.5% |
| 5Y | +306.4% | -69.6% | +376.0% | +315.5% |
| All | +382.3% | -14.1% | +396.4% | +279.2% |
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 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