-4.4%
APO vs FIVN
+55.4%
-59.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.6% | +6.5% | +7.9% |
| 7D | +8.2% | -3.4% | +11.6% | +8.6% |
| 30D | +6.4% | +5.8% | +0.7% | +5.6% |
| 3M | -7.4% | +22.0% | -29.5% | -10.1% |
| 6M | -4.2% | +55.7% | -59.9% | -10.1% |
| YTD | -14.1% | +81.3% | -95.4% | -23.2% |
| 1Y | -4.4% | +58.0% | -62.4% | -12.1% |
| All | -4.4% | +55.4% | -59.8% | -12.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling