+101.8%
APA vs FIVN
+29.8%
+72.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.7% | +1.7% |
| 7D | +8.5% | -2.8% | +11.4% | +8.5% |
| 30D | +2.8% | -17.4% | +20.2% | +2.9% |
| 3M | +21.7% | -19.2% | +40.9% | +21.8% |
| 6M | +32.6% | +29.4% | +3.3% | +32.4% |
| YTD | +103.7% | +36.3% | +67.4% | +104.4% |
| 1Y | +101.8% | +33.5% | +68.3% | +102.2% |
| All | +101.8% | +29.8% | +72.0% | +102.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling