+291.1%
APH vs FIVN
-52.8%
+343.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.0% |
| 7D | +5.0% | -2.3% | +7.2% | +5.1% |
| 30D | -3.9% | +12.4% | -16.3% | -4.9% |
| 3M | +13.0% | +36.0% | -23.0% | +9.9% |
| 6M | +25.2% | +86.0% | -60.8% | +16.5% |
| YTD | +22.9% | +65.9% | -43.0% | +15.7% |
| 1Y | +47.8% | +26.5% | +21.3% | +45.2% |
| All | +291.1% | -52.8% | +343.8% | +317.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling