-22.9%
AFRM vs FIVN
+13.9%
-36.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.8% | -2.7% | -4.6% |
| 7D | -8.0% | -9.6% | +1.6% | -5.3% |
| 30D | -9.8% | -11.9% | +2.1% | -6.6% |
| 3M | +4.7% | +40.1% | -35.4% | -7.6% |
| 6M | +34.1% | +68.3% | -34.2% | +7.6% |
| YTD | -8.4% | +51.5% | -59.9% | -22.9% |
| 1Y | -22.9% | +15.1% | -38.0% | -28.2% |
| All | -22.9% | +13.9% | -36.8% | -28.2% |
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