-39.0%
AVAV vs FIVN
+13.9%
-52.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.8% | -2.6% | -5.1% |
| 7D | -3.2% | -9.6% | +6.4% | -2.3% |
| 30D | -25.6% | -11.9% | -13.6% | -24.8% |
| 3M | -20.2% | +40.1% | -60.3% | -22.0% |
| 6M | -38.1% | +68.3% | -106.4% | -41.1% |
| YTD | -41.8% | +51.5% | -93.3% | -44.3% |
| 1Y | -39.0% | +15.1% | -54.2% | -42.6% |
| All | -39.0% | +13.9% | -52.9% | -42.6% |
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