-36.2%
AVAV vs FIVN
+27.5%
-63.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.5% |
| 7D | -2.2% | -2.3% | +0.1% | -2.0% |
| 30D | -13.9% | +12.4% | -26.3% | -15.0% |
| 3M | -29.2% | +36.0% | -65.2% | -30.9% |
| 6M | -36.1% | +86.0% | -122.1% | -39.8% |
| YTD | -40.2% | +65.9% | -106.1% | -43.2% |
| 1Y | -36.2% | +26.5% | -62.7% | -41.4% |
| All | -36.2% | +27.5% | -63.7% | -41.4% |
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