+401.7%
APLM price history and return analytics
+23.3%
+378.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +3.4% | +0.4% | +2.9% | +3.0% |
| 30D | +59.1% | +1.0% | +58.1% | +57.7% |
| 3M | +96.4% | +2.4% | +94.0% | +93.2% |
| 6M | +34.1% | +12.0% | +22.1% | +27.8% |
| YTD | +47.1% | +15.3% | +31.7% | +38.5% |
| 1Y | +401.7% | +22.6% | +379.1% | +464.0% |
| All | +401.7% | +23.3% | +378.4% | +464.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling