+18.6%
ALK vs FIVN
-55.4%
+73.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -17.6% | +18.3% | +3.7% |
| 7D | +9.0% | -22.6% | +31.7% | +13.6% |
| 30D | -1.6% | -16.8% | +15.1% | +1.0% |
| 3M | -23.2% | -0.9% | -22.3% | -24.5% |
| 6M | -3.9% | +28.4% | -32.3% | -11.1% |
| YTD | -22.6% | +40.2% | -62.8% | -31.5% |
| 1Y | -5.3% | +30.5% | -35.9% | -14.7% |
| 3Y | +18.6% | -56.2% | +74.8% | +26.5% |
| All | +18.6% | -55.4% | +73.9% | +26.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling