-32.6%
APA vs FIVN
+318.5%
-351.1%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.8% | -2.9% |
| 7D | +0.5% | -2.3% | +2.8% | +0.8% |
| 30D | +23.4% | +12.4% | +11.0% | +21.3% |
| 3M | +12.7% | +36.0% | -23.3% | +7.7% |
| 6M | +39.4% | +86.0% | -46.6% | +27.0% |
| YTD | +79.0% | +65.9% | +13.0% | +64.4% |
| 1Y | +88.8% | +26.5% | +62.3% | +79.1% |
| 3Y | +6.4% | -54.2% | +60.6% | +10.6% |
| 5Y | +153.0% | -80.5% | +233.4% | +177.0% |
| 10Y | +7.5% | +109.6% | -102.1% | -15.2% |
| All | -32.6% | +318.5% | -351.1% | -52.5% |
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