-1.0%
ALK vs FIVN
+55.4%
-56.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.6% | +7.1% | +8.7% |
| 7D | +12.4% | -3.4% | +15.8% | +12.6% |
| 30D | +2.1% | +5.8% | -3.7% | +1.7% |
| 3M | -23.9% | +22.0% | -45.9% | -24.6% |
| 6M | +8.2% | +55.7% | -47.5% | +6.1% |
| YTD | -20.5% | +81.3% | -101.8% | -22.0% |
| 1Y | -1.0% | +58.0% | -59.0% | +2.3% |
| All | -1.0% | +55.4% | -56.4% | +2.3% |
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 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