-3.9%
ALK vs FIVN
+17.0%
-20.9%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -17.6% | +18.3% | +1.4% |
| 7D | +9.0% | -22.6% | +31.7% | +10.3% |
| 30D | -1.6% | -16.8% | +15.1% | -0.8% |
| 3M | -23.2% | -0.9% | -22.3% | -22.5% |
| 6M | -3.9% | +28.4% | -32.3% | -2.1% |
| All | -3.9% | +17.0% | -20.9% | -2.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling