+1,028.0%
AXON vs FIVN
+99.4%
+928.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.9% | +3.7% | +1.1% |
| 7D | -27.4% | -22.4% | -5.0% | -20.7% |
| 30D | -28.5% | -23.8% | -4.7% | -21.6% |
| 3M | -49.3% | -19.5% | -29.7% | -45.9% |
| 6M | -25.0% | +25.6% | -50.6% | -30.8% |
| YTD | -46.7% | +38.4% | -85.1% | -53.6% |
| 1Y | -48.3% | +33.7% | -81.9% | -54.6% |
| 3Y | +38.8% | -56.2% | +95.0% | +62.2% |
| 5Y | +77.7% | -82.9% | +160.6% | +163.9% |
| 10Y | +1,028.0% | +103.6% | +924.4% | +846.0% |
| All | +1,028.0% | +99.4% | +928.7% | +846.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling