+61.4%
AFL vs FIVN
-55.8%
+117.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | -3.3% | -11.3% | +8.0% | -2.8% |
| 30D | -5.0% | -7.3% | +2.3% | -4.7% |
| 3M | -1.8% | +41.7% | -43.4% | -3.7% |
| 6M | +4.8% | +78.3% | -73.4% | +1.0% |
| YTD | +5.4% | +50.9% | -45.4% | +2.4% |
| 1Y | +9.0% | +19.7% | -10.7% | +7.3% |
| All | +61.4% | -55.8% | +117.2% | +62.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling