-4.1%
APA vs FIVN
+115.6%
-119.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | +0.8% | -11.3% | +12.1% | +2.3% |
| 30D | +9.6% | -7.3% | +16.9% | +10.5% |
| 3M | +18.0% | +41.7% | -23.7% | +11.8% |
| 6M | +41.9% | +78.3% | -36.4% | +29.2% |
| YTD | +86.3% | +50.9% | +35.4% | +72.5% |
| 1Y | +97.9% | +19.7% | +78.2% | +88.5% |
| 3Y | +12.8% | -55.7% | +68.5% | +17.8% |
| 5Y | +177.2% | -82.6% | +259.8% | +206.8% |
| All | -4.1% | +115.6% | -119.7% | -28.3% |
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