+169.1%
APD vs FIVN
+105.2%
+63.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +1.9% | -0.5% |
| 7D | -4.6% | -9.6% | +5.0% | -3.6% |
| 30D | -4.2% | -11.9% | +7.7% | -3.0% |
| 3M | +5.0% | +40.1% | -35.1% | +0.6% |
| 6M | +8.9% | +68.3% | -59.4% | +1.3% |
| YTD | +21.9% | +51.5% | -29.6% | +14.2% |
| 1Y | +5.6% | +15.1% | -9.6% | +1.9% |
| 3Y | +6.9% | -55.6% | +62.5% | +12.1% |
| 5Y | +25.3% | -82.4% | +107.8% | +41.7% |
| 10Y | +169.1% | +114.5% | +54.6% | +120.6% |
| All | +169.1% | +105.2% | +63.8% | +120.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling