+528.8%
APP vs FIVN
-83.6%
+612.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.7% | +2.1% | +3.6% |
| 7D | +79.2% | -19.3% | +98.4% | +92.6% |
| 30D | +48.0% | -20.7% | +68.7% | +60.0% |
| 3M | +18.2% | -15.1% | +33.3% | +22.2% |
| 6M | -12.5% | +30.6% | -43.1% | -28.4% |
| YTD | -39.2% | +44.0% | -83.1% | -54.4% |
| 1Y | -33.9% | +45.5% | -79.4% | -50.8% |
| 3Y | +933.3% | -52.8% | +986.0% | +1,133.8% |
| 5Y | +295.9% | -82.6% | +378.5% | +660.9% |
| All | +528.8% | -83.6% | +612.5% | +1,088.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling