+176.9%
AXON vs FIVN
-81.8%
+258.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.1% | +4.1% | 0.0% |
| 7D | -2.5% | -8.2% | +5.7% | +0.3% |
| 30D | -11.5% | -8.1% | -3.4% | -9.2% |
| 3M | +7.3% | +34.9% | -27.6% | -3.2% |
| 6M | -11.9% | +72.6% | -84.6% | -28.1% |
| YTD | -11.0% | +55.8% | -66.8% | -25.6% |
| 1Y | -31.8% | +17.1% | -48.9% | -37.8% |
| 3Y | +135.4% | -54.3% | +189.7% | +172.5% |
| 5Y | +176.9% | -81.6% | +258.4% | +326.2% |
| All | +176.9% | -81.8% | +258.7% | +326.2% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling