+1,278.0%
AAPL vs FIVN
+118.5%
+1,159.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.4% | +1.5% |
| 7D | +3.8% | -7.8% | +11.7% | +5.6% |
| 30D | +9.9% | -1.7% | +11.7% | +10.1% |
| 3M | +12.5% | +47.2% | -34.7% | +2.4% |
| 6M | +27.6% | +82.7% | -55.1% | +8.9% |
| YTD | +22.6% | +52.9% | -30.4% | +7.7% |
| 1Y | +45.0% | +17.5% | +27.5% | +34.4% |
| 3Y | +87.8% | -55.8% | +143.6% | +105.4% |
| 5Y | +128.7% | -82.3% | +211.0% | +192.1% |
| All | +1,278.0% | +118.5% | +1,159.5% | +956.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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