-37.1%
APP vs FIVN
+42.1%
-79.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.7% | +2.1% | +4.1% |
| 7D | +79.2% | -19.3% | +98.4% | +87.2% |
| 30D | +48.0% | -20.7% | +68.7% | +55.4% |
| 3M | +18.2% | -15.1% | +33.3% | +20.2% |
| 6M | -12.5% | +30.6% | -43.1% | -24.6% |
| YTD | -39.2% | +44.0% | -83.1% | -49.8% |
| All | -37.1% | +42.1% | -79.2% | -47.4% |
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 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