-69.0%
AVAV vs FIVN
+55.4%
-124.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +1.6% | -10.0% | -8.5% |
| 7D | -10.1% | -3.4% | -6.7% | -9.7% |
| 30D | -18.7% | +5.8% | -24.5% | -19.3% |
| 3M | -33.0% | +22.0% | -55.0% | -34.7% |
| 6M | -37.2% | +55.7% | -92.9% | -39.7% |
| YTD | -53.2% | +81.3% | -134.5% | -56.6% |
| 1Y | -69.0% | +58.0% | -127.0% | -70.4% |
| All | -69.0% | +55.4% | -124.4% | -70.4% |
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