-18.4%
APTV vs FIVN
+118.5%
-137.0%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.6% |
| 7D | -5.0% | -7.8% | +2.8% | -3.3% |
| 30D | -6.1% | -1.7% | -4.3% | -5.9% |
| 3M | -33.0% | +47.2% | -80.2% | -39.2% |
| 6M | -35.2% | +82.7% | -118.0% | -45.4% |
| YTD | -40.1% | +52.9% | -93.1% | -47.9% |
| 1Y | -45.6% | +17.5% | -63.1% | -49.8% |
| 3Y | -54.4% | -55.8% | +1.5% | -49.5% |
| 5Y | -68.9% | -82.3% | +13.4% | -60.9% |
| All | -18.4% | +118.5% | -137.0% | -27.2% |
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