+249.5%
APLD vs FIVN
-74.7%
+324.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.4% | -5.8% | -5.5% |
| 7D | +19.6% | -17.4% | +37.0% | +24.5% |
| 30D | -24.5% | -20.4% | -4.1% | -20.3% |
| 3M | -45.6% | -9.6% | -35.9% | -45.2% |
| 6M | -61.4% | +34.7% | -96.1% | -66.6% |
| YTD | -30.9% | +40.6% | -71.5% | -44.3% |
| 1Y | -35.8% | +34.3% | -70.1% | -47.1% |
| 3Y | +261.4% | -55.5% | +316.9% | +360.4% |
| All | +249.5% | -74.7% | +324.1% | +488.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling