+4.7%
APLM price history and return analytics
+11.9%
-7.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.6% | -6.4% | -6.4% |
| 7D | +1.9% | +2.9% | -1.0% | -0.9% |
| 30D | -18.9% | -2.5% | -16.3% | -16.6% |
| 3M | +1.4% | -3.3% | +4.7% | +5.2% |
| 6M | +18.1% | +1.5% | +16.6% | +17.7% |
| YTD | -7.5% | +11.4% | -18.8% | -16.6% |
| 1Y | +4.7% | +11.9% | -7.2% | -6.3% |
| All | +4.7% | +11.9% | -7.1% | -6.3% |
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 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