-23.7%
ACI vs FIVN
+29.8%
-53.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.6% |
| 7D | +2.3% | -2.8% | +5.1% | +2.4% |
| 30D | +1.2% | -17.4% | +18.7% | +2.4% |
| 3M | +6.8% | -19.2% | +26.0% | +7.9% |
| 6M | -18.7% | +29.4% | -48.1% | -19.9% |
| YTD | -20.2% | +36.3% | -56.5% | -21.2% |
| 1Y | -23.7% | +33.5% | -57.2% | -24.7% |
| All | -23.7% | +29.8% | -53.6% | -24.7% |
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