+332.8%
AVAV vs FIVN
+91.3%
+241.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.4% | +0.5% |
| 7D | +9.9% | -22.8% | +32.6% | +14.5% |
| 30D | -5.4% | -21.3% | +15.9% | -1.8% |
| 3M | -36.5% | -14.0% | -22.6% | -35.6% |
| 6M | -25.3% | +31.1% | -56.4% | -30.5% |
| YTD | -48.6% | +40.0% | -88.6% | -53.9% |
| 1Y | -62.1% | +38.1% | -100.2% | -66.0% |
| 3Y | +2.3% | -55.7% | +58.0% | +10.2% |
| 5Y | +35.4% | -82.5% | +117.9% | +67.2% |
| All | +332.8% | +91.3% | +241.5% | +221.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling