+1,810.8%
AAPL vs FIVN
+292.8%
+1,517.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.1% | +5.0% | -0.1% |
| 7D | -2.7% | -8.2% | +5.5% | -1.3% |
| 30D | +1.0% | -8.1% | +9.1% | +2.3% |
| 3M | +5.0% | +34.9% | -29.9% | -1.7% |
| 6M | +23.0% | +72.6% | -49.6% | +8.5% |
| YTD | +16.6% | +55.8% | -39.1% | +4.1% |
| 1Y | +33.4% | +17.1% | +16.3% | +25.0% |
| 3Y | +79.9% | -54.3% | +134.2% | +92.4% |
| 5Y | +109.0% | -81.6% | +190.6% | +151.0% |
| 10Y | +1,210.4% | +109.2% | +1,101.3% | +1,016.3% |
| All | +1,810.8% | +292.8% | +1,517.9% | +1,382.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling