+131.6%
APPN price history and return analytics
+186.9%
-55.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +0.7% |
| 7D | -9.4% | -1.1% | -8.3% | -7.8% |
| 30D | -0.2% | -1.0% | +0.8% | +1.5% |
| 3M | +47.0% | +3.2% | +43.9% | +39.4% |
| 6M | +36.2% | +12.5% | +23.7% | +11.6% |
| YTD | -1.9% | +14.1% | -15.9% | -21.5% |
| 1Y | +10.3% | +18.9% | -8.6% | -17.5% |
| 3Y | -30.5% | +74.1% | -104.6% | -70.9% |
| 5Y | -65.7% | +66.9% | -132.6% | -83.6% |
| All | +131.6% | +186.9% | -55.4% | -49.4% |
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