+175.6%
APA vs FIVN
-82.0%
+257.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.8% | +5.7% | +3.4% |
| 7D | +0.3% | -9.6% | +9.9% | +1.7% |
| 30D | +9.3% | -11.9% | +21.2% | +11.1% |
| 3M | +23.3% | +40.1% | -16.7% | +15.9% |
| 6M | +39.5% | +68.3% | -28.9% | +26.0% |
| YTD | +87.6% | +51.5% | +36.1% | +71.2% |
| 1Y | +114.2% | +15.1% | +99.1% | +104.4% |
| 3Y | +13.6% | -55.6% | +69.1% | +19.7% |
| 5Y | +175.6% | -82.4% | +258.0% | +209.8% |
| All | +175.6% | -82.0% | +257.6% | +209.8% |
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