-29.3%
AFRM vs FIVN
-83.7%
+54.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -17.6% | +15.4% | +8.9% |
| 7D | -7.3% | -22.6% | +15.3% | +7.6% |
| 30D | -9.6% | -16.8% | +7.2% | -0.4% |
| 3M | -11.1% | -0.9% | -10.2% | -16.7% |
| 6M | +3.9% | +28.4% | -24.5% | -21.4% |
| YTD | -8.5% | +40.2% | -48.7% | -39.9% |
| 1Y | +3.3% | +30.5% | -27.3% | -29.1% |
| 3Y | +213.7% | -56.2% | +270.0% | +342.7% |
| 5Y | -58.5% | -81.0% | +22.5% | +12.6% |
| All | -29.3% | -83.7% | +54.4% | +104.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling