+25.3%
APD vs FIVN
-82.0%
+107.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +1.9% | -0.6% |
| 7D | -4.6% | -9.6% | +5.0% | -3.7% |
| 30D | -4.2% | -11.9% | +7.7% | -3.2% |
| 3M | +5.0% | +40.1% | -35.1% | +1.2% |
| 6M | +8.9% | +68.3% | -59.4% | +2.2% |
| YTD | +21.9% | +51.5% | -29.6% | +15.2% |
| 1Y | +5.6% | +15.1% | -9.6% | +2.8% |
| 3Y | +6.9% | -55.6% | +62.5% | +11.8% |
| 5Y | +25.3% | -82.4% | +107.8% | +32.9% |
| All | +25.3% | -82.0% | +107.4% | +32.9% |
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