+42.6%
APLM price history and return analytics
+10.5%
+32.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.2% | +11.7% | +11.7% |
| 7D | -8.2% | -2.3% | -5.9% | -5.5% |
| 30D | -11.6% | -5.0% | -6.7% | -6.7% |
| 3M | +11.8% | -4.9% | +16.6% | +17.7% |
| 6M | +24.7% | -1.5% | +26.2% | +28.0% |
| YTD | +1.6% | +8.5% | -6.9% | -6.3% |
| 1Y | +42.6% | +11.4% | +31.3% | +24.8% |
| All | +42.6% | +10.5% | +32.1% | +24.8% |
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