+295.8%
AFL vs FIVN
+118.5%
+177.3%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.6% | +0.6% |
| 7D | -1.6% | -7.8% | +6.2% | -1.2% |
| 30D | -4.0% | -1.7% | -2.3% | -4.0% |
| 3M | -0.5% | +47.2% | -47.7% | -3.0% |
| 6M | +6.5% | +82.7% | -76.2% | +2.0% |
| YTD | +6.2% | +52.9% | -46.7% | +2.6% |
| 1Y | +8.3% | +17.5% | -9.2% | +6.1% |
| 3Y | +62.5% | -55.8% | +118.4% | +65.9% |
| 5Y | +136.2% | -82.3% | +218.5% | +148.0% |
| All | +295.8% | +118.5% | +177.3% | +238.3% |
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