-23.3%
APA vs FIVN
+243.6%
-266.9%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.7% | +2.0% |
| 7D | +8.5% | -2.8% | +11.4% | +8.9% |
| 30D | +2.8% | -17.4% | +20.2% | +4.6% |
| 3M | +21.7% | -19.2% | +40.9% | +23.7% |
| 6M | +32.6% | +29.4% | +3.3% | +26.1% |
| YTD | +103.7% | +36.3% | +67.4% | +89.9% |
| 1Y | +101.8% | +33.5% | +68.3% | +88.5% |
| 3Y | +48.1% | -56.8% | +104.9% | +54.2% |
| 5Y | +91.9% | -83.0% | +174.9% | +112.5% |
| 10Y | +8.4% | +87.3% | -78.9% | -13.9% |
| All | -23.3% | +243.6% | -266.9% | -45.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling