-54.2%
APTV vs FIVN
-55.8%
+1.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.0% | +2.7% |
| 7D | -1.8% | -11.3% | +9.5% | +0.5% |
| 30D | -7.9% | -7.3% | -0.6% | -6.8% |
| 3M | -29.9% | +41.7% | -71.6% | -35.2% |
| 6M | -36.6% | +78.3% | -114.8% | -45.6% |
| YTD | -40.0% | +50.9% | -90.8% | -46.7% |
| 1Y | -44.0% | +19.7% | -63.7% | -47.5% |
| All | -54.2% | -55.8% | +1.6% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling