+17.7%
ACI vs FIVN
-71.9%
+89.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.3% |
| 7D | -7.1% | -11.3% | +4.2% | -6.7% |
| 30D | -4.5% | -7.3% | +2.8% | -4.3% |
| 3M | -22.3% | +41.7% | -64.0% | -23.1% |
| 6M | -28.4% | +78.3% | -106.7% | -29.6% |
| YTD | -29.5% | +50.9% | -80.4% | -30.5% |
| 1Y | -34.2% | +19.7% | -53.9% | -34.8% |
| 3Y | -45.7% | -55.7% | +10.1% | -45.4% |
| 5Y | -40.8% | -82.6% | +41.8% | -41.0% |
| All | +17.7% | -71.9% | +89.7% | +4.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling