+268.2%
APD vs FIVN
+318.5%
-50.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.5% | -0.7% |
| 7D | -2.2% | -2.3% | +0.1% | -2.0% |
| 30D | +2.1% | +12.4% | -10.3% | +0.7% |
| 3M | +7.2% | +36.0% | -28.8% | +3.4% |
| 6M | +11.2% | +86.0% | -74.7% | +3.1% |
| YTD | +24.4% | +65.9% | -41.5% | +16.1% |
| 1Y | +6.7% | +26.5% | -19.8% | +2.2% |
| 3Y | +9.2% | -54.2% | +63.5% | +13.5% |
| 5Y | +27.4% | -80.5% | +107.8% | +39.9% |
| 10Y | +164.8% | +109.6% | +55.2% | +125.1% |
| All | +268.2% | +318.5% | -50.2% | +198.3% |
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