+136.0%
APO vs FIVN
-82.0%
+218.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.1% | 0.0% |
| 7D | -1.0% | -9.6% | +8.6% | +1.4% |
| 30D | -0.4% | -11.9% | +11.6% | +2.4% |
| 3M | -0.9% | +40.1% | -41.0% | -10.3% |
| 6M | +22.1% | +68.3% | -46.2% | +2.7% |
| YTD | -8.4% | +51.5% | -59.9% | -21.2% |
| 1Y | -0.9% | +15.1% | -16.1% | -8.7% |
| 3Y | +56.1% | -55.6% | +111.7% | +72.5% |
| 5Y | +136.0% | -82.4% | +218.4% | +210.6% |
| All | +136.0% | -82.0% | +218.1% | +210.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling