+654.5%
MRNA vs APA
+53.6%
+600.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.8% | -5.4% | -3.7% |
| 7D | -9.0% | -1.7% | -7.3% | -9.0% |
| 30D | +137.2% | +15.7% | +121.4% | +136.2% |
| 3M | +194.8% | +16.5% | +178.4% | +193.4% |
| 6M | +167.2% | +35.1% | +132.1% | +163.7% |
| YTD | +375.9% | +82.2% | +293.6% | +363.6% |
| 1Y | +465.2% | +102.5% | +362.7% | +448.2% |
| 3Y | +30.4% | +10.3% | +20.1% | +26.0% |
| 5Y | -66.8% | +166.1% | -232.9% | -67.0% |
| All | +654.5% | +53.6% | +600.9% | +749.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling