+1,345.1%
APH vs FIVN
+253.7%
+1,091.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -17.6% | +21.8% | +6.2% |
| 7D | -5.9% | -22.6% | +16.7% | -3.3% |
| 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% | +2.7% |
| YTD | +10.9% | +40.2% | -29.3% | +2.5% |
| 1Y | +8.8% | +30.5% | -21.8% | +1.3% |
| 3Y | +262.1% | -56.2% | +318.3% | +281.1% |
| 5Y | +283.1% | -81.0% | +364.1% | +332.7% |
| 10Y | +908.1% | +105.3% | +802.8% | +758.2% |
| All | +1,345.1% | +253.7% | +1,091.4% | +1,053.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling