+1,501.3%
APH vs FIVN
+318.5%
+1,182.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.2% |
| 7D | +5.0% | -2.3% | +7.2% | +5.2% |
| 30D | -3.9% | +12.4% | -16.3% | -5.7% |
| 3M | +13.0% | +36.0% | -23.0% | +7.7% |
| 6M | +25.2% | +86.0% | -60.8% | +12.9% |
| YTD | +22.9% | +65.9% | -43.0% | +12.0% |
| 1Y | +47.8% | +26.5% | +21.3% | +39.5% |
| 3Y | +283.0% | -54.2% | +337.2% | +303.8% |
| 5Y | +349.7% | -80.5% | +430.1% | +408.8% |
| 10Y | +1,061.2% | +109.6% | +951.6% | +884.6% |
| All | +1,501.3% | +318.5% | +1,182.8% | +1,160.4% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling