+329.1%
APP vs MRNA
-68.5%
+397.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.4% | +1.1% | -1.9% |
| 7D | -4.4% | -10.1% | +5.7% | -3.5% |
| 30D | -10.0% | +126.7% | -136.7% | -23.2% |
| 3M | -41.4% | +184.1% | -225.5% | -52.6% |
| 6M | -41.0% | +143.3% | -184.3% | -51.1% |
| YTD | -54.7% | +359.9% | -414.6% | -67.6% |
| 1Y | -45.3% | +454.2% | -499.5% | -62.9% |
| 3Y | +624.3% | +26.0% | +598.3% | +539.5% |
| 5Y | +329.1% | -70.3% | +399.4% | +371.0% |
| All | +329.1% | -68.5% | +397.6% | +371.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling