-59.1%
AVAV vs FIVN
+34.0%
-93.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.3% | -2.9% |
| 7D | +18.4% | -17.4% | +35.8% | +19.7% |
| 30D | -4.9% | -20.4% | +15.4% | -3.5% |
| 3M | -37.7% | -9.6% | -28.0% | -37.5% |
| 6M | -28.4% | +34.7% | -63.1% | -29.5% |
| YTD | -50.0% | +40.6% | -90.6% | -52.8% |
| All | -59.1% | +34.0% | -93.1% | -61.5% |
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