+263.2%
APPN price history and return analytics
+179.3%
+83.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.7% |
| 7D | +5.6% | +2.4% | +3.3% | +2.0% |
| 30D | +41.8% | -1.5% | +43.3% | +43.7% |
| 3M | +47.3% | -4.1% | +51.4% | +55.1% |
| 6M | +191.2% | +0.6% | +190.6% | +182.7% |
| YTD | +53.9% | +11.0% | +42.9% | +26.6% |
| 1Y | +26.6% | +13.3% | +13.3% | +0.7% |
| 3Y | +52.3% | +73.4% | -21.1% | -36.8% |
| 5Y | -39.2% | +57.4% | -96.7% | -68.9% |
| All | +263.2% | +179.3% | +83.8% | -18.3% |
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 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