+124.5%
AAPB price history and return analytics
+82.3%
+42.1%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.1% | -0.6% |
| 7D | +6.6% | +0.4% | +6.3% | +5.8% |
| 30D | +7.0% | -2.6% | +9.6% | +12.5% |
| 3M | +21.2% | -3.2% | +24.4% | +28.6% |
| 6M | +32.8% | +0.9% | +31.8% | +27.0% |
| YTD | +47.6% | +11.3% | +36.3% | +13.8% |
| 1Y | +49.8% | +14.0% | +35.8% | +9.1% |
| 3Y | +132.5% | +75.8% | +56.6% | -30.1% |
| All | +124.5% | +82.3% | +42.1% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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