+287.8%
APD vs FIVN
+253.1%
+34.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.2% | +0.8% |
| 7D | -1.2% | -22.8% | +21.6% | +1.1% |
| 30D | +11.0% | -21.3% | +32.3% | +13.2% |
| 3M | +2.6% | -14.0% | +16.5% | +3.4% |
| 6M | +4.8% | +31.1% | -26.3% | +0.7% |
| YTD | +31.0% | +40.0% | -9.0% | +23.6% |
| 1Y | +23.4% | +38.1% | -14.7% | +16.5% |
| 3Y | +28.4% | -55.7% | +84.0% | +33.1% |
| 5Y | +15.2% | -82.5% | +97.7% | +27.4% |
| 10Y | +190.7% | +92.4% | +98.3% | +148.5% |
| All | +287.8% | +253.1% | +34.7% | +217.5% |
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