+85.4%
APA vs FIVN
-82.8%
+168.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.2% | +2.4% | +3.4% |
| 7D | +5.1% | -22.8% | +27.8% | +8.6% |
| 30D | +0.3% | -21.3% | +21.6% | +3.2% |
| 3M | +15.6% | -14.0% | +29.6% | +16.8% |
| 6M | +28.9% | +31.1% | -2.2% | +20.4% |
| YTD | +96.6% | +40.0% | +56.6% | +78.5% |
| 1Y | +95.5% | +38.1% | +57.4% | +77.6% |
| 3Y | +41.8% | -55.7% | +97.5% | +49.2% |
| 5Y | +85.4% | -82.5% | +167.9% | +106.6% |
| All | +85.4% | -82.8% | +168.2% | +106.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling