+61.0%
AA vs FIVN
+27.5%
+33.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.3% | -2.0% |
| 7D | -0.7% | -2.3% | +1.6% | -0.6% |
| 30D | +5.0% | +12.4% | -7.4% | +4.1% |
| 3M | -35.8% | +36.0% | -71.8% | -36.7% |
| 6M | -18.4% | +86.0% | -104.4% | -21.1% |
| YTD | -5.5% | +65.9% | -71.4% | -6.2% |
| 1Y | +61.0% | +26.5% | +34.5% | +73.0% |
| All | +61.0% | +27.5% | +33.5% | +73.0% |
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