-40.4%
APTV vs FIVN
+27.5%
-67.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.4% | +5.5% | +3.3% |
| 7D | +4.8% | -2.3% | +7.1% | +5.0% |
| 30D | +2.0% | +12.4% | -10.4% | +0.5% |
| 3M | -34.2% | +36.0% | -70.3% | -36.2% |
| 6M | -34.7% | +86.0% | -120.6% | -39.5% |
| YTD | -37.0% | +65.9% | -102.9% | -40.6% |
| 1Y | -40.4% | +26.5% | -66.9% | -41.8% |
| All | -40.4% | +27.5% | -67.9% | -41.8% |
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 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