+358.8%
APP vs FIVN
-81.8%
+440.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.1% | +3.5% | +0.3% |
| 7D | +0.1% | -8.2% | +8.3% | +4.2% |
| 30D | -10.0% | -8.1% | -1.9% | -6.8% |
| 3M | -44.6% | +34.9% | -79.6% | -53.2% |
| 6M | -37.9% | +72.6% | -110.5% | -55.5% |
| YTD | -53.7% | +55.8% | -109.5% | -65.4% |
| 1Y | -43.0% | +17.1% | -60.1% | -51.2% |
| 3Y | +640.8% | -54.3% | +695.1% | +848.2% |
| 5Y | +358.8% | -81.6% | +440.4% | +884.7% |
| All | +358.8% | -81.8% | +440.7% | +884.7% |
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