+270.9%
APH vs FIVN
-56.5%
+327.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.3% | -1.5% |
| 7D | +4.9% | -2.8% | +7.7% | +5.1% |
| 30D | -5.4% | -17.4% | +12.0% | -4.4% |
| 3M | -5.5% | -19.2% | +13.7% | -4.4% |
| 6M | +25.9% | +29.4% | -3.4% | +22.1% |
| YTD | +16.4% | +36.3% | -19.9% | +11.1% |
| 1Y | +16.5% | +33.5% | -17.0% | +11.5% |
| 3Y | +270.9% | -56.8% | +327.7% | +295.1% |
| All | +270.9% | -56.5% | +327.3% | +295.1% |
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