-55.2%
APYX price history and return analytics
+188.8%
-243.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.5% | -0.9% |
| 7D | -4.9% | -1.1% | -3.8% | -3.5% |
| 30D | -3.0% | -1.0% | -2.0% | -1.7% |
| 3M | -37.6% | +3.2% | -40.8% | -40.2% |
| 6M | -26.2% | +12.5% | -38.7% | -37.4% |
| YTD | -17.1% | +14.1% | -31.2% | -30.6% |
| 1Y | +45.0% | +18.9% | +26.1% | +14.3% |
| 3Y | -33.8% | +74.1% | -107.9% | -67.7% |
| 5Y | -72.9% | +66.9% | -139.7% | -86.7% |
| All | -55.2% | +188.8% | -243.9% | -88.0% |
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 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