+344.9%
AHR vs FIVN
-59.2%
+404.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.2% | -1.5% |
| 7D | -4.3% | -9.6% | +5.2% | -4.2% |
| 30D | -3.1% | -11.9% | +8.9% | -2.9% |
| 3M | +15.7% | +40.1% | -24.4% | +15.2% |
| 6M | +4.1% | +68.3% | -64.3% | +3.6% |
| YTD | +15.4% | +51.5% | -36.0% | +15.3% |
| 1Y | +28.0% | +15.1% | +12.8% | +29.9% |
| All | +344.9% | -59.2% | +404.1% | +360.3% |
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 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