+89.3%
AAPX price history and return analytics
+61.8%
+27.5%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.9% | +8.0% | +8.9% |
| 7D | -1.4% | -2.0% | +0.6% | +2.7% |
| 30D | +13.2% | -1.4% | +14.6% | +16.2% |
| 3M | +19.0% | +4.7% | +14.3% | +6.3% |
| 6M | +42.6% | +11.4% | +31.2% | +9.9% |
| YTD | +27.1% | +13.1% | +14.1% | -5.7% |
| 1Y | +73.8% | +19.0% | +54.7% | +13.2% |
| All | +89.3% | +61.8% | +27.5% | -36.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling