+133.7%
AFL vs FIVN
-82.2%
+215.9%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -3.2% |
| 6M | +6.5% | +82.7% | -76.2% | +1.6% |
| YTD | +6.2% | +52.9% | -46.7% | +2.2% |
| 1Y | +8.3% | +17.5% | -9.2% | +6.0% |
| 3Y | +62.5% | -55.8% | +118.4% | +66.9% |
| All | +133.7% | -82.2% | +215.9% | +148.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling