-65.7%
MRNA vs APA
+173.2%
-238.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.4% | +4.9% | +5.3% |
| 7D | -1.1% | +4.6% | -5.7% | -1.7% |
| 30D | +126.1% | +11.9% | +114.2% | +122.9% |
| 3M | +190.0% | +22.5% | +167.6% | +181.9% |
| 6M | +157.2% | +37.5% | +119.7% | +142.7% |
| YTD | +388.2% | +87.2% | +301.0% | +336.0% |
| 1Y | +467.0% | +101.4% | +365.6% | +398.9% |
| 3Y | +36.1% | +16.9% | +19.2% | +23.0% |
| All | -65.7% | +173.2% | -238.9% | -68.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling