+5.9%
AFRM vs FIVN
+55.4%
-49.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.6% | +3.4% | +4.6% |
| 7D | +3.1% | -3.4% | +6.5% | +4.1% |
| 30D | +1.1% | +5.8% | -4.6% | -0.5% |
| 3M | -3.2% | +22.0% | -25.3% | -9.4% |
| 6M | +12.7% | +55.7% | -43.1% | -2.8% |
| YTD | +1.6% | +81.3% | -79.7% | -17.7% |
| 1Y | +5.9% | +58.0% | -52.1% | -9.7% |
| All | +5.9% | +55.4% | -49.6% | -9.7% |
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