+16.0%
AA vs FIVN
+55.4%
-39.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.1% | +2.7% |
| 7D | +0.9% | -3.4% | +4.3% | +1.0% |
| 30D | -6.4% | +5.8% | -12.2% | -6.7% |
| 3M | -13.0% | +22.0% | -35.0% | -13.7% |
| 6M | -34.6% | +55.7% | -90.4% | -35.2% |
| YTD | -23.0% | +81.3% | -104.3% | -21.9% |
| 1Y | +16.0% | +58.0% | -42.0% | +24.6% |
| All | +16.0% | +55.4% | -39.4% | +24.6% |
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