+493.8%
AVAV vs FIVN
+105.2%
+388.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.8% | -2.6% | -4.9% |
| 7D | -3.2% | -9.6% | +6.4% | -1.4% |
| 30D | -25.6% | -11.9% | -13.6% | -24.0% |
| 3M | -20.2% | +40.1% | -60.3% | -25.8% |
| 6M | -38.1% | +68.3% | -106.4% | -45.4% |
| YTD | -41.8% | +51.5% | -93.3% | -48.0% |
| 1Y | -39.0% | +15.1% | -54.2% | -42.8% |
| 3Y | +24.1% | -55.6% | +79.6% | +35.1% |
| 5Y | +53.0% | -82.4% | +135.5% | +90.5% |
| 10Y | +493.8% | +114.5% | +379.4% | +318.0% |
| All | +493.8% | +105.2% | +388.6% | +318.0% |
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