-41.5%
ACHR vs FIVN
-82.4%
+40.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.1% | +8.2% | +4.9% |
| 7D | +4.9% | -8.2% | +13.1% | +8.8% |
| 30D | +4.3% | -8.1% | +12.4% | +8.1% |
| 3M | +1.7% | +34.9% | -33.2% | -13.5% |
| 6M | -6.9% | +72.6% | -79.5% | -32.7% |
| YTD | -22.5% | +55.8% | -78.2% | -42.4% |
| 1Y | -31.5% | +17.1% | -48.6% | -41.1% |
| 3Y | -14.4% | -54.3% | +39.9% | +11.9% |
| 5Y | -41.6% | -81.6% | +39.9% | -8.1% |
| All | -41.5% | -82.4% | +40.9% | -4.6% |
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 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