-67.5%
APPN price history and return analytics
+65.7%
-133.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | +0.1% |
| 7D | -14.2% | -0.1% | -14.0% | -13.9% |
| 30D | -3.8% | -0.7% | -3.1% | -2.6% |
| 3M | +42.4% | +4.0% | +38.4% | +32.0% |
| 6M | +28.9% | +12.3% | +16.6% | +2.7% |
| YTD | -3.3% | +14.0% | -17.4% | -25.5% |
| 1Y | +4.6% | +20.3% | -15.7% | -27.4% |
| 3Y | -33.6% | +75.4% | -109.1% | -78.2% |
| 5Y | -67.5% | +66.0% | -133.4% | -86.0% |
| All | -67.5% | +65.7% | -133.2% | -86.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling