-10.1%
ALK vs FIVN
+33.4%
-43.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.4% | -5.3% | -4.9% |
| 7D | +0.9% | -17.4% | +18.3% | +1.9% |
| 30D | +3.3% | -20.4% | +23.7% | +4.5% |
| 3M | -17.6% | -9.6% | -7.9% | -17.2% |
| 6M | +0.8% | +34.7% | -33.9% | -0.9% |
| YTD | -22.4% | +40.6% | -63.0% | -22.2% |
| 1Y | -10.1% | +34.3% | -44.4% | -6.8% |
| All | -10.1% | +33.4% | -43.5% | -6.8% |
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