+674.0%
MRNA vs APTV
-33.8%
+707.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.3% | +5.7% | +5.5% |
| 7D | -1.1% | -5.0% | +3.9% | 0.0% |
| 30D | +126.1% | -6.1% | +132.2% | +130.0% |
| 3M | +190.0% | -33.0% | +223.0% | +213.7% |
| 6M | +157.2% | -35.2% | +192.5% | +179.1% |
| YTD | +388.2% | -40.1% | +428.3% | +437.3% |
| 1Y | +467.0% | -45.6% | +512.6% | +535.6% |
| 3Y | +36.1% | -54.4% | +90.4% | +52.4% |
| 5Y | -68.0% | -68.9% | +0.9% | -64.9% |
| All | +674.0% | -33.8% | +707.8% | +812.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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