+49.8%
APPN price history and return analytics
+75.6%
-25.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.2% | +1.2% |
| 7D | +7.6% | -0.7% | +8.3% | +7.8% |
| 30D | +37.7% | -1.7% | +39.4% | +39.7% |
| 3M | +50.9% | -2.3% | +53.2% | +54.0% |
| 6M | +161.1% | +1.5% | +159.6% | +153.0% |
| YTD | +51.3% | +12.0% | +39.3% | +27.5% |
| 1Y | +21.2% | +12.9% | +8.3% | +0.9% |
| All | +49.8% | +75.6% | -25.8% | -46.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling