-98.2%
APLM price history and return analytics
+62.2%
-160.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.3% |
| 7D | -6.9% | +2.4% | -9.3% | -7.7% |
| 30D | -18.8% | -1.5% | -17.3% | -18.3% |
| 3M | +1.8% | -4.1% | +5.9% | +3.3% |
| 6M | +30.7% | +0.6% | +30.1% | +30.9% |
| YTD | -5.4% | +11.0% | -16.5% | -7.9% |
| 1Y | -15.6% | +13.3% | -29.0% | -18.2% |
| 3Y | -79.9% | +73.4% | -153.3% | -81.4% |
| All | -98.2% | +62.2% | -160.4% | -98.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling