+0.9%
AON vs FIVN
+55.4%
-54.5%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.6% | +2.8% | +4.3% |
| 7D | +9.4% | -3.4% | +12.9% | +9.7% |
| 30D | +27.0% | +5.8% | +21.3% | +26.3% |
| 3M | -3.1% | +22.0% | -25.1% | -5.2% |
| 6M | +10.0% | +55.7% | -45.8% | +4.4% |
| YTD | -1.6% | +81.3% | -82.9% | -9.3% |
| 1Y | +0.9% | +58.0% | -57.1% | -7.5% |
| All | +0.9% | +55.4% | -54.5% | -7.5% |
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 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