+182.5%
AXON vs FIVN
-80.6%
+263.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.4% | -1.7% | -3.4% |
| 7D | -14.2% | -2.3% | -11.9% | -13.5% |
| 30D | -15.4% | +12.4% | -27.8% | -18.8% |
| 3M | +0.5% | +36.0% | -35.5% | -9.6% |
| 6M | -9.5% | +86.0% | -95.5% | -27.8% |
| YTD | -9.2% | +65.9% | -75.1% | -25.6% |
| 1Y | -29.4% | +26.5% | -55.9% | -37.2% |
| 3Y | +139.4% | -54.2% | +193.6% | +177.3% |
| All | +182.5% | -80.6% | +263.1% | +326.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling