-24.9%
AFRM vs FIVN
-80.7%
+55.8%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.4% | -0.2% | -1.0% |
| 7D | -7.0% | -2.3% | -4.7% | -5.6% |
| 30D | -7.8% | +12.4% | -20.2% | -16.9% |
| 3M | +5.3% | +36.0% | -30.7% | -18.4% |
| 6M | +42.6% | +86.0% | -43.3% | -16.7% |
| YTD | -2.8% | +65.9% | -68.7% | -40.3% |
| 1Y | -19.3% | +26.5% | -45.8% | -39.9% |
| 3Y | +231.0% | -54.2% | +285.2% | +385.1% |
| 5Y | -22.2% | -80.5% | +58.2% | +109.0% |
| All | -24.9% | -80.7% | +55.8% | +103.5% |
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