+527.5%
APP vs MRNA
+40.5%
+487.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.4% | +7.4% | +4.2% |
| 7D | +4.6% | -12.1% | +16.7% | +5.8% |
| 30D | +56.0% | -1.3% | +57.3% | +55.8% |
| 3M | +30.8% | +250.9% | -220.1% | +7.9% |
| 6M | -9.8% | +343.0% | -352.8% | -29.6% |
| YTD | -39.3% | +657.4% | -696.7% | -57.9% |
| 1Y | -26.4% | +794.9% | -821.4% | -50.9% |
| 3Y | +887.9% | +218.1% | +669.8% | +638.0% |
| 5Y | +264.1% | -3.4% | +267.5% | +238.9% |
| All | +527.5% | +40.5% | +487.0% | +370.3% |
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 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