-13.5%
APTV vs FIVN
+292.8%
-306.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -6.1% | +1.5% | -3.4% |
| 7D | +2.0% | -8.2% | +10.2% | +3.7% |
| 30D | -7.7% | -8.1% | +0.4% | -6.4% |
| 3M | -34.0% | +34.9% | -68.9% | -38.5% |
| 6M | -37.1% | +72.6% | -109.7% | -45.3% |
| YTD | -39.9% | +55.8% | -95.7% | -47.0% |
| 1Y | -44.4% | +17.1% | -61.6% | -48.2% |
| 3Y | -54.5% | -54.3% | -0.2% | -50.8% |
| 5Y | -69.1% | -81.6% | +12.4% | -62.7% |
| 10Y | -20.0% | +109.2% | -129.2% | -31.0% |
| All | -13.5% | +292.8% | -306.3% | -31.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling