+13.5%
AVTR vs FIVN
+27.5%
-14.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -1.1% |
| 7D | +2.7% | -2.3% | +5.0% | +3.0% |
| 30D | +12.1% | +12.4% | -0.3% | +9.9% |
| 3M | +57.2% | +36.0% | +21.2% | +49.7% |
| 6M | +73.1% | +86.0% | -12.9% | +54.8% |
| YTD | +30.6% | +65.9% | -35.3% | +18.7% |
| 1Y | +13.5% | +26.5% | -13.0% | +5.3% |
| All | +13.5% | +27.5% | -14.0% | +5.3% |
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 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