+634.5%
MRNA vs APTV
-33.6%
+668.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.7% | -1.9% | +0.2% |
| 7D | -8.2% | -1.8% | -6.4% | -7.9% |
| 30D | +125.6% | -7.9% | +133.5% | +130.3% |
| 3M | +197.1% | -29.9% | +227.0% | +218.3% |
| 6M | +148.5% | -36.6% | +185.1% | +170.8% |
| YTD | +363.3% | -40.0% | +403.2% | +409.5% |
| 1Y | +462.0% | -44.0% | +506.0% | +526.4% |
| 3Y | +26.9% | -54.5% | +81.5% | +42.2% |
| 5Y | -69.6% | -68.8% | -0.8% | -66.7% |
| All | +634.5% | -33.6% | +668.1% | +764.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling