+201.7%
AVAV vs FIVN
+253.7%
-52.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -17.6% | +28.1% | +13.5% |
| 7D | -10.6% | -22.6% | +12.0% | -7.0% |
| 30D | -18.8% | -16.8% | -2.0% | -16.7% |
| 3M | -34.1% | -0.9% | -33.2% | -34.9% |
| 6M | -35.3% | +28.4% | -63.7% | -39.5% |
| YTD | -53.4% | +40.2% | -93.6% | -58.0% |
| 1Y | -65.6% | +30.5% | -96.2% | -68.7% |
| 3Y | -5.1% | -56.2% | +51.2% | +1.8% |
| 5Y | +18.5% | -81.0% | +99.5% | +41.3% |
| 10Y | +369.8% | +105.3% | +264.6% | +249.4% |
| All | +201.7% | +253.7% | -52.0% | +95.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling