+700.7%
APO vs FIVN
+318.5%
+382.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.1% |
| 7D | -1.0% | -2.3% | +1.3% | -0.6% |
| 30D | +3.5% | +12.4% | -8.9% | +0.6% |
| 3M | +4.5% | +36.0% | -31.5% | -2.8% |
| 6M | +22.8% | +86.0% | -63.2% | +5.7% |
| YTD | -6.5% | +65.9% | -72.4% | -18.1% |
| 1Y | +0.8% | +26.5% | -25.7% | -7.2% |
| 3Y | +62.0% | -54.2% | +116.2% | +72.9% |
| 5Y | +138.2% | -80.5% | +218.7% | +180.5% |
| 10Y | +940.3% | +109.6% | +830.6% | +757.0% |
| All | +700.7% | +318.5% | +382.2% | +509.1% |
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 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