+674.0%
MRNA vs APA
+57.8%
+616.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.4% | +4.9% | +5.4% |
| 7D | -1.1% | +4.6% | -5.7% | -1.3% |
| 30D | +126.1% | +11.9% | +114.2% | +125.3% |
| 3M | +190.0% | +22.5% | +167.6% | +188.2% |
| 6M | +157.2% | +37.5% | +119.7% | +153.7% |
| YTD | +388.2% | +87.2% | +301.0% | +375.2% |
| 1Y | +467.0% | +101.4% | +365.6% | +450.1% |
| 3Y | +36.1% | +16.9% | +19.2% | +31.4% |
| 5Y | -68.0% | +178.4% | -246.4% | -68.1% |
| All | +674.0% | +57.8% | +616.3% | +770.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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