+656.2%
APH vs FIVN
+318.5%
+337.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -3.7% | -44.1% | -47.3% |
| 7D | -48.7% | -3.8% | -44.9% | -48.2% |
| 30D | -51.9% | +12.4% | -64.3% | -52.6% |
| 3M | -43.6% | +36.0% | -79.6% | -46.0% |
| 6M | -37.5% | +86.0% | -123.5% | -43.4% |
| YTD | -38.6% | +65.9% | -104.6% | -43.8% |
| 1Y | -26.3% | +26.5% | -52.8% | -30.2% |
| 3Y | +89.2% | -54.2% | +143.4% | +100.3% |
| 5Y | +119.8% | -80.5% | +200.3% | +149.8% |
| 10Y | +454.3% | +109.6% | +344.6% | +372.0% |
| All | +656.2% | +318.5% | +337.7% | +497.8% |
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