-52.9%
APYX price history and return analytics
+190.5%
-243.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.7% |
| 7D | 0.0% | +1.0% | -1.0% | -1.4% |
| 30D | -24.7% | -0.2% | -24.5% | -24.4% |
| 3M | -36.1% | +4.5% | -40.6% | -39.8% |
| 6M | -2.2% | +14.1% | -16.3% | -18.5% |
| YTD | -12.9% | +14.8% | -27.6% | -27.7% |
| 1Y | +48.1% | +21.2% | +26.9% | +13.7% |
| 3Y | -30.8% | +76.6% | -107.4% | -66.9% |
| 5Y | -71.6% | +66.6% | -138.2% | -86.0% |
| All | -52.9% | +190.5% | -243.4% | -87.4% |
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