+170.5%
AEP vs FIVN
+118.5%
+52.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.1% |
| 7D | -0.9% | -7.8% | +6.9% | -0.8% |
| 30D | -1.1% | -1.7% | +0.7% | -1.1% |
| 3M | -3.3% | +47.2% | -50.5% | -4.3% |
| 6M | -4.6% | +82.7% | -87.4% | -6.3% |
| YTD | +9.4% | +52.9% | -43.5% | +7.9% |
| 1Y | +16.9% | +17.5% | -0.5% | +16.2% |
| 3Y | +76.6% | -55.8% | +132.5% | +81.1% |
| 5Y | +66.2% | -82.3% | +148.5% | +74.4% |
| All | +170.5% | +118.5% | +52.0% | +150.4% |
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