+282.2%
APH vs FIVN
-81.1%
+363.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -17.6% | +21.8% | +6.1% |
| 7D | -5.9% | -22.6% | +16.7% | -3.4% |
| 30D | -14.8% | -16.8% | +2.0% | -13.3% |
| 3M | -12.4% | -0.9% | -11.5% | -13.3% |
| 6M | +8.1% | +28.4% | -20.3% | +2.6% |
| YTD | +10.9% | +40.2% | -29.3% | +2.3% |
| 1Y | +8.8% | +30.5% | -21.8% | +1.3% |
| 3Y | +262.1% | -56.2% | +318.3% | +290.0% |
| All | +282.2% | -81.1% | +363.3% | +336.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling