+12.0%
APD vs FIVN
-83.3%
+95.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.9% | +4.3% | +0.7% |
| 7D | -0.2% | -22.4% | +22.2% | +1.9% |
| 30D | +11.0% | -23.8% | +34.8% | +13.4% |
| 3M | +1.3% | -19.5% | +20.8% | +2.7% |
| 6M | +6.4% | +25.6% | -19.2% | +2.6% |
| YTD | +28.9% | +38.4% | -9.5% | +22.0% |
| 1Y | +23.2% | +33.7% | -10.4% | +16.9% |
| 3Y | +26.3% | -56.2% | +82.5% | +32.0% |
| 5Y | +12.0% | -82.9% | +94.9% | +21.0% |
| All | +12.0% | -83.3% | +95.3% | +21.0% |
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