+257.1%
APPN price history and return analytics
+181.9%
+75.2%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.2% | +0.7% |
| 7D | +7.6% | -0.7% | +8.3% | +7.7% |
| 30D | +37.7% | -1.7% | +39.4% | +40.1% |
| 3M | +50.9% | -2.3% | +53.2% | +54.8% |
| 6M | +161.1% | +1.5% | +159.6% | +149.8% |
| YTD | +51.3% | +12.0% | +39.3% | +22.9% |
| 1Y | +21.2% | +12.9% | +8.3% | -2.8% |
| 3Y | +48.0% | +74.9% | -26.9% | -39.3% |
| 5Y | -39.9% | +59.9% | -99.8% | -70.0% |
| All | +257.1% | +181.9% | +75.2% | -20.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling