+1,041.3%
APH vs FIVN
+103.9%
+937.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.1% | +4.9% | -0.4% |
| 7D | +0.2% | -8.2% | +8.4% | +1.3% |
| 30D | -3.3% | -8.1% | +4.8% | -2.5% |
| 3M | +14.0% | +34.9% | -20.9% | +8.1% |
| 6M | +24.4% | +72.6% | -48.2% | +12.0% |
| YTD | +21.4% | +55.8% | -34.3% | +10.3% |
| 1Y | +48.9% | +17.1% | +31.8% | +41.2% |
| 3Y | +290.1% | -54.3% | +344.4% | +315.6% |
| 5Y | +352.8% | -81.6% | +434.4% | +431.3% |
| 10Y | +1,041.3% | +109.2% | +932.1% | +804.1% |
| All | +1,041.3% | +103.9% | +937.4% | +804.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling