+639.6%
APO vs FIVN
+243.6%
+396.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.8% | +2.3% |
| 7D | +5.8% | -2.8% | +8.6% | +6.3% |
| 30D | +8.9% | -17.4% | +26.3% | +12.1% |
| 3M | -13.6% | -19.2% | +5.5% | -11.2% |
| 6M | -5.4% | +29.4% | -34.7% | -12.5% |
| YTD | -13.6% | +36.3% | -49.9% | -22.4% |
| 1Y | -2.5% | +33.5% | -35.9% | -12.0% |
| 3Y | +50.9% | -56.8% | +107.7% | +61.7% |
| 5Y | +81.4% | -83.0% | +164.4% | +117.9% |
| 10Y | +843.9% | +87.3% | +756.7% | +692.3% |
| All | +639.6% | +243.6% | +396.0% | +477.3% |
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 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