+619.5%
APP vs MRNA
+27.0%
+592.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.4% | +1.1% | -2.1% |
| 7D | -4.4% | -10.1% | +5.7% | -4.1% |
| 30D | -10.0% | +126.7% | -136.7% | -15.0% |
| 3M | -41.4% | +184.1% | -225.5% | -45.8% |
| 6M | -41.0% | +143.3% | -184.3% | -44.8% |
| YTD | -54.7% | +359.9% | -414.6% | -59.8% |
| 1Y | -45.3% | +454.2% | -499.5% | -52.4% |
| All | +619.5% | +27.0% | +592.5% | +513.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling