+443.7%
APLD vs FIVN
-70.1%
+513.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.4% | +4.2% | +2.4% |
| 7D | +4.1% | -2.3% | +6.4% | +4.7% |
| 30D | -11.7% | +12.4% | -24.1% | -15.5% |
| 3M | -40.3% | +36.0% | -76.3% | -46.7% |
| 6M | -8.0% | +86.0% | -93.9% | -29.2% |
| YTD | +7.5% | +65.9% | -58.4% | -15.8% |
| 1Y | +84.0% | +26.5% | +57.5% | +60.1% |
| 3Y | +356.2% | -54.2% | +410.4% | +496.3% |
| All | +443.7% | -70.1% | +513.8% | +789.4% |
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