+28.2%
MRNA vs APD
+6.4%
+21.8%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.5% | -3.1% |
| 7D | -10.1% | -4.6% | -5.5% | -8.7% |
| 30D | +126.7% | -4.2% | +130.9% | +129.8% |
| 3M | +184.1% | +5.0% | +179.1% | +179.2% |
| 6M | +143.3% | +8.9% | +134.3% | +134.9% |
| YTD | +359.9% | +21.9% | +338.0% | +324.5% |
| 1Y | +454.2% | +5.6% | +448.6% | +438.0% |
| All | +28.2% | +6.4% | +21.8% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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