+298.1%
APP vs FIVN
-82.9%
+381.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.1% | +7.0% | +5.3% |
| 7D | +4.6% | -2.8% | +7.4% | +5.9% |
| 30D | +56.0% | -17.4% | +73.4% | +65.4% |
| 3M | +30.8% | -19.2% | +50.0% | +38.4% |
| 6M | -9.8% | +29.4% | -39.2% | -26.5% |
| YTD | -39.3% | +36.3% | -75.5% | -53.9% |
| 1Y | -26.4% | +33.5% | -59.9% | -43.7% |
| 3Y | +887.9% | -56.8% | +944.8% | +1,148.0% |
| All | +298.1% | -82.9% | +381.0% | +806.8% |
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