+951.3%
APH vs FIVN
+109.8%
+841.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.7% | +5.5% | +7.9% |
| 7D | +1.1% | -19.3% | +20.4% | +3.6% |
| 30D | -7.5% | -20.7% | +13.2% | -5.0% |
| 3M | -4.4% | -15.1% | +10.6% | -3.2% |
| 6M | +26.5% | +30.6% | -4.2% | +19.3% |
| YTD | +20.0% | +44.0% | -23.9% | +9.6% |
| 1Y | +16.9% | +45.5% | -28.6% | +6.3% |
| 3Y | +288.5% | -52.8% | +341.3% | +308.7% |
| 5Y | +310.3% | -82.6% | +392.9% | +383.0% |
| 10Y | +951.3% | +109.4% | +841.9% | +749.6% |
| All | +951.3% | +109.8% | +841.5% | +749.6% |
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