+135.4%
AXON vs FIVN
-55.5%
+190.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.1% | +4.1% | -0.1% |
| 7D | -2.5% | -8.2% | +5.7% | +0.2% |
| 30D | -11.5% | -8.1% | -3.4% | -9.4% |
| 3M | +7.3% | +34.9% | -27.6% | -2.5% |
| 6M | -11.9% | +72.6% | -84.6% | -26.8% |
| YTD | -11.0% | +55.8% | -66.8% | -24.4% |
| 1Y | -31.8% | +17.1% | -48.9% | -37.1% |
| 3Y | +135.4% | -54.3% | +189.7% | +150.2% |
| All | +135.4% | -55.5% | +190.9% | +150.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling