+41.0%
AVAV vs FIVN
-81.8%
+122.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -6.1% | +9.0% | +3.9% |
| 7D | +3.2% | -8.2% | +11.4% | +4.7% |
| 30D | -20.3% | -8.1% | -12.2% | -19.3% |
| 3M | -19.4% | +34.9% | -54.3% | -24.2% |
| 6M | -35.3% | +72.6% | -107.9% | -42.8% |
| YTD | -38.5% | +55.8% | -94.3% | -45.0% |
| 1Y | -37.2% | +17.1% | -54.3% | -40.8% |
| 3Y | +31.1% | -54.3% | +85.4% | +43.8% |
| 5Y | +41.0% | -81.6% | +122.6% | +58.3% |
| All | +41.0% | -81.8% | +122.8% | +58.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling