+280.2%
APD vs FIVN
+263.1%
+17.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.7% | -0.6% | +1.8% |
| 7D | -1.6% | -19.3% | +17.7% | +0.3% |
| 30D | +10.6% | -20.7% | +31.3% | +12.7% |
| 3M | +2.5% | -15.1% | +17.6% | +3.5% |
| 6M | +6.0% | +30.6% | -24.7% | +1.8% |
| YTD | +28.4% | +44.0% | -15.5% | +20.9% |
| 1Y | +22.2% | +45.5% | -23.4% | +14.7% |
| 3Y | +26.6% | -52.8% | +79.3% | +30.4% |
| 5Y | +11.8% | -82.6% | +94.4% | +23.7% |
| 10Y | +187.8% | +109.4% | +78.4% | +144.4% |
| All | +280.2% | +263.1% | +17.1% | +210.5% |
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